Daniels + Tansey’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $9.53M | Sell |
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|
2022
Q4 | $9.31M | Buy |
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|
2022
Q3 | $8.51M | Sell |
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|
2022
Q2 | $8.97M | Sell |
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|
2022
Q1 | $10.9M | Sell |
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|
2021
Q4 | $12M | Sell |
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|
2021
Q3 | $11.2M | Sell |
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|
2021
Q2 | $11.5M | Sell |
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|
2021
Q1 | $10.6M | Sell |
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|
2020
Q4 | $10.2M | Sell |
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|
2020
Q3 | $12.6M | Buy |
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