Ahrens Investment Partners’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 | $207K | Buy |
+919
| New | +$207K | 0.1% | 138 |
|
|
2022
Q3 | – | Sell |
-939
| Closed | -$195K | – | 533 |
|
|
2022
Q2 | $195K | Hold |
939
| – | – | 0.09% | 159 |
|
|
2022
Q1 | $235K | Hold |
939
| – | – | 0.07% | 165 |
|
|
2021
Q4 | $248K | Hold |
939
| – | – | 0.11% | 158 |
|
|
2021
Q3 | $227K | Hold |
939
| – | – | 0.11% | 186 |
|
|
2021
Q2 | $227K | Hold |
939
| – | – | 0.1% | 205 |
|
|
2021
Q1 | $210K | Buy |
+939
| New | +$210K | 0.11% | 185 |
|