Curi Wealth Management’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 |
-7,372
| Closed | -$1.93M | – | 67 |
|
|
2023
Q4 | $1.93M | Buy |
7,372
+57
| +0.8% | +$14.9K | 0.27% | 50 |
|
|
2023
Q3 | $1.72M | Buy |
7,315
+229
| +3% | +$53.8K | 0.26% | 49 |
|
|
2023
Q2 | $1.73M | Buy |
7,086
+19
| +0.3% | +$4.63K | 0.23% | 51 |
|
|
2023
Q1 | $1.59M | Sell |
7,067
-84
| -1% | -$18.9K | 0.23% | 54 |
|
|
2022
Q4 | $1.51M | Buy |
7,151
+141
| +2% | +$29.7K | 0.21% | 61 |
|
|
2022
Q3 | $1.38M | Buy |
+7,010
| New | +$1.38M | 0.23% | 57 |
|