WFG Advisors’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
2017
Q2
$23K Hold
2017
Q1
$23K Buy
2014
Q1
Sell
2013
Q4
$36K Buy
2013
Q3
$29K Sell
2013
Q2
$32K Buy