Destiny Wealth Partners’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 |
-1,746
| Closed | -$450K | – | 161 |
|
|
2023
Q4 | $450K | Hold |
1,746
| – | – | 0.08% | 100 |
|
|
2023
Q3 | $410K | Hold |
1,746
| – | – | 0.08% | 107 |
|
|
2023
Q2 | $435K | Hold |
1,746
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $393K | Hold |
1,746
| – | – | 0.08% | 107 |
|
|
2022
Q4 | $368K | Sell |
1,746
-1,541
| -47% | -$324K | 0.08% | 117 |
|
|
2022
Q3 | $649K | Hold |
3,287
| – | – | 0.15% | 84 |
|
|
2022
Q2 | $683K | Sell |
3,287
-593
| -15% | -$123K | 0.15% | 82 |
|
|
2022
Q1 | $970K | Sell |
3,880
-41
| -1% | -$10.3K | 0.19% | 72 |
|
|
2021
Q4 | $1.04M | Buy |
3,921
+41
| +1% | +$10.8K | 0.2% | 78 |
|
|
2021
Q3 | $938K | Sell |
3,880
-2,251
| -37% | -$544K | 0.19% | 79 |
|
|
2021
Q2 | $1.48M | Hold |
6,131
| – | – | 0.28% | 72 |
|
|
2021
Q1 | $1.37M | Hold |
6,131
| – | – | 0.29% | 66 |
|
|
2020
Q4 | $1.3M | Buy |
+6,131
| New | +$1.3M | 0.27% | 63 |
|