55I LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $56.6M | Buy |
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|
2022
Q2 | $39.8M | Buy |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $2.57M | Sell |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $2.41M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $5.12M | Sell |
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|
2020
Q2 | $5.04M | Sell |
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|
2020
Q1 | $6.21M | Buy |
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