Threshold Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $7.52M | Sell |
53,787
-10,976
| -17% | -$1.54M | 6% | 5 |
|
|
2017
Q2 | $8.76M | Buy |
64,763
+17,734
| +38% | +$2.4M | 7.74% | 4 |
|
|
2017
Q1 | $6.17M | Buy |
47,029
+3,264
| +7% | +$428K | 5.95% | 6 |
|
|
2016
Q4 | $5.45M | Buy |
43,765
+20,161
| +85% | +$2.51M | 4.75% | 7 |
|
|
2016
Q3 | $2.84M | Sell |
23,604
-5,277
| -18% | -$636K | 2.75% | 11 |
|
|
2016
Q2 | $3.38M | Buy |
28,881
+1,095
| +4% | +$128K | 3.37% | 9 |
|
|
2016
Q1 | $3.17M | Buy |
27,786
+11,804
| +74% | +$1.35M | 4.39% | 8 |
|
|
2015
Q4 | $1.81M | Buy |
+15,982
| New | +$1.81M | 2.4% | 13 |
|