WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $23K | Hold |
173
| – | – | 0.01% | 911 |
|
|
2017
Q1 | $23K | Buy |
+173
| New | +$23K | 0.01% | 852 |
|
|
2014
Q1 | – | Sell |
-345
| Closed | -$36K | – | 2088 |
|
|
2013
Q4 | $36K | Buy |
345
+37
| +12% | +$3.86K | 0.01% | 1121 |
|
|
2013
Q3 | $29K | Sell |
308
-46
| -13% | -$4.33K | ﹤0.01% | 1116 |
|
|
2013
Q2 | $32K | Buy |
+354
| New | +$32K | 0.01% | 1047 |
|