Wealthspire Advisors (Maryland)’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 | $4.71M | Buy |
25,160
+6,939
| +38% | +$1.3M | 0.17% | 73 |
|
|
2020
Q2 | $3.13M | Sell |
18,221
-306
| -2% | -$52.5K | 0.22% | 66 |
|
|
2020
Q1 | $2.62M | Sell |
18,527
-7,768
| -30% | -$1.1M | 0.23% | 67 |
|
|
2019
Q4 | $4.69M | Buy |
26,295
+102
| +0.4% | +$18.2K | 0.31% | 56 |
|
|
2019
Q3 | $4.31M | Sell |
26,193
-184
| -0.7% | -$30.3K | 0.32% | 53 |
|
|
2019
Q2 | $4.29M | Buy |
26,377
+6
| +0% | +$977 | 0.32% | 52 |
|
|
2019
Q1 | $4.15M | Sell |
26,371
-1,136
| -4% | -$179K | 0.31% | 50 |
|
|
2018
Q4 | $3.82M | Buy |
27,507
+4,508
| +20% | +$625K | 0.34% | 50 |
|
|
2018
Q3 | $3.72M | Buy |
22,999
+381
| +2% | +$61.6K | 0.31% | 48 |
|
|
2018
Q2 | $3.44M | Sell |
22,618
-2,541
| -10% | -$386K | 0.31% | 51 |
|
|
2018
Q1 | $3.7M | Buy |
25,159
+6,328
| +34% | +$929K | 0.35% | 50 |
|
|
2017
Q4 | $2.8M | Buy |
18,831
+1,384
| +8% | +$206K | 0.27% | 63 |
|
|
2017
Q3 | $2.44M | Buy |
17,447
+189
| +1% | +$26.4K | 0.27% | 62 |
|
|
2017
Q2 | $2.33M | Buy |
17,258
+1,524
| +10% | +$206K | 0.28% | 63 |
|
|
2017
Q1 | $2.07M | Buy |
15,734
+51
| +0.3% | +$6.69K | 0.29% | 56 |
|
|
2016
Q4 | $1.95M | Sell |
15,683
-1,893
| -11% | -$236K | 0.29% | 53 |
|
|
2016
Q3 | $2.12M | Sell |
17,576
-1,255
| -7% | -$151K | 0.33% | 49 |
|
|
2016
Q2 | $2.2M | Sell |
18,831
-5,646
| -23% | -$660K | 0.37% | 45 |
|
|
2016
Q1 | $2.79M | Buy |
24,477
+8,481
| +53% | +$967K | 0.49% | 35 |
|
|
2015
Q4 | $1.81M | Buy |
+15,996
| New | +$1.81M | 0.34% | 50 |
|