BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $75.3M | Buy |
362,414
+843
| +0.2% | +$175K | 21.13% | 1 |
|
|
2022
Q1 | $90.4M | Buy |
361,571
+12,692
| +4% | +$3.17M | 23.53% | 1 |
|
|
2021
Q4 | $92.3M | Buy |
348,879
+6,126
| +2% | +$1.62M | 24.93% | 1 |
|
|
2021
Q3 | $82.8M | Buy |
342,753
+6,386
| +2% | +$1.54M | 25.73% | 1 |
|
|
2021
Q2 | $81.4M | Buy |
336,367
+9,244
| +3% | +$2.24M | 24.68% | 1 |
|
|
2021
Q1 | $73.2M | Sell |
327,123
-3,616
| -1% | -$809K | 24.36% | 1 |
|
|
2020
Q4 | $70.1M | Buy |
330,739
+3,214
| +1% | +$681K | 26.05% | 1 |
|
|
2020
Q3 | $61.3M | Buy |
327,525
+3,862
| +1% | +$723K | 26.63% | 1 |
|
|
2020
Q2 | $55.6M | Sell |
323,663
-10,336
| -3% | -$1.77M | 28.16% | 1 |
|
|
2020
Q1 | $47.3M | Buy |
333,999
+4,361
| +1% | +$617K | 27.06% | 1 |
|
|
2019
Q4 | $58.8M | Buy |
329,638
+6,257
| +2% | +$1.12M | 29.94% | 1 |
|
|
2019
Q3 | $53.2M | Buy |
323,381
+1,131
| +0.4% | +$186K | 29.69% | 1 |
|
|
2019
Q2 | $51.6M | Buy |
322,250
+556
| +0.2% | +$89K | 29.83% | 1 |
|
|
2019
Q1 | $50.6M | Sell |
321,694
-3,323
| -1% | -$523K | 29.81% | 1 |
|
|
2018
Q4 | $49.7M | Buy |
+325,017
| New | +$49.7M | 21.41% | 1 |
|