AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $3.1M | Sell |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $603K | Hold |
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|
2019
Q3 | $556K | Sell |
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|
2019
Q2 | $801K | Hold |
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|
2019
Q1 | $774K | Hold |
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|
2018
Q4 | $682K | Hold |
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|
2018
Q3 | $795K | Hold |
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|
2018
Q2 | $748K | Hold |
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|
2018
Q1 | $722K | Hold |
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|
2017
Q4 | $731K | Hold |
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|
2017
Q3 | $688K | Hold |
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|
2017
Q2 | $665K | Hold |
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|
2017
Q1 | $646K | Hold |
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|
2016
Q4 | $612K | Buy |
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