Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $741K | Hold |
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|
2023
Q1 | $685K | Sell |
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|
2022
Q4 | $782K | Buy |
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|
2022
Q3 | $695K | Sell |
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|
2022
Q2 | $739K | Hold |
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|
2022
Q1 | $890K | Sell |
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|
2021
Q4 | $990K | Hold |
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|
2021
Q3 | $905K | Sell |
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|
2021
Q2 | $954K | Buy |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $11K | Sell |
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|
2019
Q3 | $23K | Buy |
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