Clarity Financial’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
2023
Q1
Sell
-4,193
Closed -$883K 61
2022
Q4
$883K Buy
4,193
+1,041
+33% +$219K 0.17% 47
2022
Q3
$622K Buy
+3,152
New +$622K 0.15% 51
2022
Q1
Sell
-10,527
Closed -$2.78M 98
2021
Q4
$2.78M Buy
10,527
+6,036
+134% +$1.6M 0.43% 45
2021
Q3
$1.09M Sell
4,491
-33
-0.7% -$7.98K 0.18% 62
2021
Q2
$1.1M Sell
4,524
-4,825
-52% -$1.17M 0.21% 58
2021
Q1
$2.09M Buy
+9,349
New +$2.09M 0.42% 53