BSWA
Bromfield Sneider Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $127K | Buy |
443
+2
| +0.5% | +$576 | 0.08% | 53 |
|
|
2023
Q4 | $116K | Buy |
441
+3
| +0.7% | +$787 | 0.08% | 53 |
|
|
2023
Q3 | $103K | Hold |
438
| – | – | 0.08% | 51 |
|
|
2023
Q2 | $107K | Buy |
438
+1
| +0.2% | +$244 | 0.08% | 46 |
|
|
2023
Q1 | $98.3K | Buy |
+437
| New | +$98.3K | 0.08% | 45 |
|