Avalon Investment & Advisory’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 | $415K | Hold |
1,843
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $388K | Hold |
1,843
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $364K | Hold |
1,843
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $383K | Hold |
1,843
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $461K | Buy |
+1,843
| New | +$461K | 0.01% | 248 |
|
|
2020
Q2 | – | Sell |
-1,732
| Closed | -$245K | – | 319 |
|
|
2020
Q1 | $245K | Hold |
1,732
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $309K | Hold |
1,732
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $285K | Hold |
1,732
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $282K | Hold |
1,732
| – | – | 0.01% | 286 |
|
|
2019
Q1 | $272K | Buy |
+1,732
| New | +$272K | 0.01% | 307 |
|