Baystate Wealth Management’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 Q4	$32.3K	Buy	123 +51	+71%	+$12.5K	﹤0.01%	466
2023 Q3	$16.9K	Sell	72 -11	-13%	-$2.69K	﹤0.01%	499
2023 Q2	$20.2K	Buy	83 +12	+17%	+$2.76K	﹤0.01%	462
2023 Q1	$16K	Buy	71 +1	+1%	+$220	﹤0.01%	488
2022 Q4	$15K	Hold	70	–	–	﹤0.01%	510
2022 Q3	$14K	Hold	70	–	–	﹤0.01%	490
2022 Q2	$15K	Buy	70 +1	+1%	+$226	﹤0.01%	498
2022 Q1	$17K	Hold	69	–	–	﹤0.01%	491
2021 Q4	$18K	Hold	69	–	–	﹤0.01%	484
2021 Q3	$17K	Hold	69	–	–	﹤0.01%	456
2021 Q2	$17K	Buy	69 +36	+109%	+$8.48K	﹤0.01%	444
2021 Q1	$7K	Buy	+33	New	+$7.22K	﹤0.01%	485
2020 Q1	–	Sell	-105	Closed	-$19K	–	640
2019 Q4	$19K	Buy	105 +1	+1%	+$171	﹤0.01%	325
2019 Q3	$17K	Buy	104 +1	+1%	+$164	﹤0.01%	307
2019 Q2	$17K	Buy	103 +1	+1%	+$160	﹤0.01%	317
2019 Q1	$17K	Hold	102	–	–	﹤0.01%	323
2018 Q4	$15K	Buy	+102	New	+$15.3K	﹤0.01%	334