Wealthspire Advisors (Maryland)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.71M | Buy |
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2020
Q2 | $3.13M | Sell |
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2020
Q1 | $2.62M | Sell |
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|
2019
Q4 | $4.69M | Buy |
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|
2019
Q3 | $4.31M | Sell |
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|
2019
Q2 | $4.29M | Buy |
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|
2019
Q1 | $4.15M | Sell |
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|
2018
Q4 | $3.81M | Buy |
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|
2018
Q3 | $3.72M | Buy |
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|
2018
Q2 | $3.44M | Sell |
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|
2018
Q1 | $3.69M | Buy |
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|
2017
Q4 | $2.8M | Buy |
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|
2017
Q3 | $2.44M | Buy |
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|
2017
Q2 | $2.33M | Buy |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.95M | Sell |
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|
2016
Q3 | $2.12M | Sell |
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|
2016
Q2 | $2.2M | Sell |
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|
2016
Q1 | $2.79M | Buy |
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|
2015
Q4 | $1.81M | Buy |
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