Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,192
| Closed | -$672K | – | 255 |
|
|
2022
Q4 | $672K | Buy |
3,192
+2,944
| +1,187% | +$620K | 0.27% | 59 |
|
|
2022
Q3 | $49K | Hold |
248
| – | – | 0.03% | 96 |
|
|
2022
Q2 | $52K | Hold |
248
| – | – | 0.03% | 98 |
|
|
2022
Q1 | $62K | Sell |
248
-190
| -43% | -$47.5K | 0.03% | 110 |
|
|
2021
Q4 | $116K | Hold |
438
| – | – | 0.05% | 113 |
|
|
2021
Q3 | $106K | Hold |
438
| – | – | 0.05% | 116 |
|
|
2021
Q2 | $106K | Hold |
438
| – | – | 0.04% | 120 |
|
|
2021
Q1 | $98K | Hold |
438
| – | – | 0.04% | 118 |
|
|
2020
Q4 | $93K | Buy |
438
+248
| +131% | +$52.7K | 0.05% | 107 |
|
|
2020
Q3 | $36K | Hold |
190
| – | – | 0.02% | 117 |
|
|
2020
Q2 | $33K | Hold |
190
| – | – | 0.02% | 110 |
|
|
2020
Q1 | $27K | Hold |
190
| – | – | 0.02% | 103 |
|
|
2019
Q4 | $34K | Buy |
+190
| New | +$34K | 0.02% | 116 |
|