Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,319
| Closed | -$217K | – | 365 |
|
|
2019
Q3 | $217K | Hold |
1,319
| – | – | 0.03% | 333 |
|
|
2019
Q2 | $215K | Hold |
1,319
| – | – | 0.03% | 337 |
|
|
2019
Q1 | $207K | Buy |
+1,319
| New | +$207K | 0.03% | 329 |
|
|
2018
Q4 | – | Sell |
-1,319
| Closed | -$213K | – | 348 |
|
|
2018
Q3 | $213K | Hold |
1,319
| – | – | 0.03% | 339 |
|
|
2018
Q2 | $200K | Buy |
+1,319
| New | +$200K | 0.03% | 341 |
|
|
2017
Q1 | – | Sell |
-1,650
| Closed | -$205K | – | 292 |
|
|
2016
Q4 | $205K | Buy |
+1,650
| New | +$205K | 0.09% | 196 |
|