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 |
|