Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $182K | Hold |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $203K | Hold |
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|
2018
Q4 | $182K | Hold |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $254K | Buy |
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|
2018
Q1 | $189K | Hold |
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|
2017
Q4 | $192K | Hold |
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|
2017
Q3 | $183K | Hold |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $169K | Buy |
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|
2016
Q4 | $155K | Hold |
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|
2016
Q3 | $150K | Buy |
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