Connectus 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
Q1 | – | Sell |
-8,594
| Closed | -$2.25M | – | 434 |
|
|
2023
Q4 | $2.25M | Sell |
8,594
-145
| -2% | -$38K | 0.05% | 252 |
|
|
2023
Q3 | $2.05M | Buy |
8,739
+151
| +2% | +$35.5K | 0.05% | 251 |
|
|
2023
Q2 | $2.09M | Sell |
8,588
-64
| -0.7% | -$15.6K | 0.05% | 208 |
|
|
2023
Q1 | $1.95M | Sell |
8,652
-5,432
| -39% | -$1.22M | 0.05% | 220 |
|
|
2022
Q4 | $2.97M | Buy |
14,084
+4,228
| +43% | +$890K | 0.07% | 170 |
|
|
2022
Q3 | $1.95M | Buy |
9,856
+7,258
| +279% | +$1.43M | 0.04% | 262 |
|
|
2022
Q2 | $540K | Buy |
2,598
+561
| +28% | +$117K | 0.01% | 326 |
|
|
2022
Q1 | $539K | Buy |
+2,037
| New | +$539K | 0.02% | 301 |
|