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Alaethes Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Alaethes Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$50K – 204
2022
Q1 		$50K Hold
200
– – 0.03% 140
2021
Q4 		$53K Hold
200
– – 0.03% 136
2021
Q3 		$48K Hold
200
– – 0.03% 135
2021
Q2 		$48K Buy
+200
New +$48K 0.04% 130