Wealth & Pension Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.25M | Sell |
44,035
-1,764
| -4% | -$290K | 5.25% | 2 |
|
|
2019
Q2 | $7.46M | Sell |
45,799
-41
| -0.1% | -$6.68K | 5.42% | 1 |
|
|
2019
Q1 | $7.21M | Sell |
45,840
-173
| -0.4% | -$27.2K | 5.61% | 1 |
|
|
2018
Q4 | $6.38M | Buy |
+46,013
| New | +$6.38M | 5.75% | 1 |
|
|
2018
Q3 | – | Sell |
-43,921
| Closed | -$6.68M | – | 81 |
|
|
2018
Q2 | $6.68M | Buy |
+43,921
| New | +$6.68M | 8.47% | 4 |
|