Wechter Feldman Wealth Management’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
Q1 | – | Sell |
-41,866
| Closed | -$7.47M | – | 20 |
|
|
2019
Q4 | $7.47M | Sell |
41,866
-2,686
| -6% | -$479K | 4.98% | 8 |
|
|
2019
Q3 | $7.33M | Sell |
44,552
-1,444
| -3% | -$238K | 4.63% | 9 |
|
|
2019
Q2 | $7.49M | Sell |
45,996
-1,029
| -2% | -$168K | 4.96% | 9 |
|
|
2019
Q1 | $7.4M | Sell |
47,025
-621
| -1% | -$97.7K | 4.83% | 9 |
|
|
2018
Q4 | $6.61M | Sell |
47,646
-4,968
| -9% | -$689K | 6.36% | 7 |
|
|
2018
Q3 | $8.51M | Sell |
52,614
-42,200
| -45% | -$6.82M | 5.2% | 11 |
|
|
2018
Q2 | $14.4M | Sell |
94,814
-1,918
| -2% | -$292K | 9.92% | 3 |
|
|
2018
Q1 | $14.2M | Sell |
96,732
-5,313
| -5% | -$780K | 10.04% | 3 |
|
|
2017
Q4 | $15.2M | Sell |
102,045
-726
| -0.7% | -$108K | 10.61% | 3 |
|
|
2017
Q3 | $14.4M | Sell |
102,771
-1,887
| -2% | -$264K | 11.03% | 4 |
|
|
2017
Q2 | $14.2M | Buy |
104,658
+2,888
| +3% | +$391K | 11.35% | 4 |
|
|
2017
Q1 | $13.4M | Buy |
101,770
+2,117
| +2% | +$278K | 9.17% | 4 |
|
|
2016
Q4 | $12.4M | Buy |
+99,653
| New | +$12.4M | 8.12% | 4 |
|