Better Money Decisions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-865
| Closed | -$272K | – | 69 |
|
|
2024
Q3 | $272K | Sell |
865
-59
| -6% | -$18.6K | 0.19% | 57 |
|
|
2024
Q2 | $275K | Buy |
924
+24
| +3% | +$7.14K | 0.21% | 53 |
|
|
2024
Q1 | $259K | Sell |
900
-18
| -2% | -$5.18K | 0.21% | 56 |
|
|
2023
Q4 | $241K | Buy |
918
+2
| +0.2% | +$525 | 0.2% | 57 |
|
|
2023
Q3 | $215K | Buy |
916
+2
| +0.2% | +$470 | 0.19% | 56 |
|
|
2023
Q2 | $223K | Buy |
914
+1
| +0.1% | +$244 | 0.18% | 60 |
|
|
2023
Q1 | $206K | Buy |
+913
| New | +$206K | 0.17% | 63 |
|
|
2022
Q3 | – | Sell |
-906
| Closed | -$188K | – | 237 |
|
|
2022
Q2 | $188K | Buy |
+906
| New | +$188K | 0.16% | 60 |
|
|
2021
Q4 | – | Sell |
-414
| Closed | -$100K | – | 316 |
|
|
2021
Q3 | $100K | Buy |
414
+1
| +0.2% | +$242 | 0.08% | 110 |
|
|
2021
Q2 | $100K | Buy |
413
+1
| +0.2% | +$242 | 0.09% | 105 |
|
|
2021
Q1 | $92K | Buy |
+412
| New | +$92K | 0.09% | 91 |
|