Sunflower Bank Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,000
| Closed | -$858K | – | 122 |
|
|
2020
Q2 | $858K | Hold |
5,000
| – | – | 0.29% | 51 |
|
|
2020
Q1 | $708K | Hold |
5,000
| – | – | 0.27% | 55 |
|
|
2019
Q4 | $892K | Hold |
5,000
| – | – | 0.27% | 55 |
|
|
2019
Q3 | $823K | Hold |
5,000
| – | – | 0.26% | 59 |
|
|
2019
Q2 | $814K | Hold |
5,000
| – | – | 0.26% | 57 |
|
|
2019
Q1 | $787K | Hold |
5,000
| – | – | 0.24% | 65 |
|
|
2018
Q4 | $693K | Hold |
5,000
| – | – | 0.22% | 68 |
|
|
2018
Q3 | $809K | Hold |
5,000
| – | – | 0.23% | 68 |
|
|
2018
Q2 | $760K | Hold |
5,000
| – | – | 0.22% | 71 |
|
|
2018
Q1 | $734K | Hold |
5,000
| – | – | 0.2% | 78 |
|
|
2017
Q4 | $743K | Hold |
5,000
| – | – | 0.2% | 71 |
|
|
2017
Q3 | $699K | Hold |
5,000
| – | – | 0.25% | 49 |
|
|
2017
Q2 | $676K | Buy |
+5,000
| New | +$676K | 0.23% | 53 |
|