CIC Wealth’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
Q3 | $278K | Hold |
885
| – | – | 0.07% | 136 |
|
|
2024
Q2 | $263K | Hold |
885
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $255K | Hold |
885
| – | – | 0.07% | 138 |
|
|
2023
Q4 | $232K | Sell |
885
-25
| -3% | -$6.56K | 0.07% | 141 |
|
|
2023
Q3 | $214K | Hold |
910
| – | – | 0.08% | 141 |
|
|
2023
Q2 | $222K | Hold |
910
| – | – | 0.08% | 145 |
|
|
2023
Q1 | $205K | Buy |
+910
| New | +$205K | 0.08% | 151 |
|