Clearview Wealth Advisors’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
Q3 | – | Sell |
-132
| Closed | -$32.3K | – | 372 |
|
|
2023
Q2 | $32.3K | Hold |
132
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $29.7K | Buy |
132
+1
| +0.8% | +$225 | 0.03% | 232 |
|
|
2022
Q4 | $27.7K | Buy |
131
+1
| +0.8% | +$211 | 0.02% | 208 |
|
|
2022
Q3 | $26K | Sell |
130
-134
| -51% | -$26.8K | 0.02% | 225 |
|
|
2022
Q2 | $55K | Buy |
264
+1
| +0.4% | +$208 | 0.04% | 173 |
|
|
2022
Q1 | $66K | Buy |
263
+1
| +0.4% | +$251 | 0.04% | 175 |
|
|
2021
Q4 | $69K | Hold |
262
| – | – | 0.04% | 203 |
|
|
2021
Q3 | $63K | Buy |
262
+1
| +0.4% | +$240 | 0.04% | 216 |
|
|
2021
Q2 | $63K | Buy |
261
+1
| +0.4% | +$241 | 0.04% | 221 |
|
|
2021
Q1 | $58K | Buy |
260
+1
| +0.4% | +$223 | 0.04% | 215 |
|
|
2020
Q4 | $55K | Buy |
+259
| New | +$55K | 0.04% | 190 |
|