Avalon Investment & Advisory’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
Q1 | $415K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $461K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $272K | Buy |
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