Weaver Consulting 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-139
| Closed | -$26K | – | 508 |
|
|
2020
Q3 | $26K | Hold |
139
| – | – | 0.02% | 364 |
|
|
2020
Q2 | $24K | Sell |
139
-129
| -48% | -$22.3K | 0.01% | 364 |
|
|
2020
Q1 | $38K | Hold |
268
| – | – | 0.02% | 250 |
|
|
2019
Q4 | $44K | Hold |
268
| – | – | 0.02% | 250 |
|
|
2019
Q3 | $45K | Hold |
268
| – | – | 0.02% | 237 |
|
|
2019
Q2 | $44K | Hold |
268
| – | – | 0.02% | 234 |
|
|
2019
Q1 | $43K | Buy |
+268
| New | +$43K | 0.01% | 518 |
|