Whitnell & Co’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
2019
Q4
$759K Sell
2019
Q3
$724K Hold
2019
Q2
$716K Hold
2019
Q1
$692K Hold
2018
Q4
$610K Buy
2018
Q3
$167K Buy
2018
Q2
$15K Hold
2018
Q1
$14K Hold
2017
Q4
$14K Hold
2017
Q3
$13K Hold
2017
Q2
$13K Hold
2017
Q1
$13K Hold
2016
Q4
$12K Hold
2016
Q3
$12K Buy