DFPG Investments’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
Q4
$366K Sell
1,418
-81
-5% -$20.9K 0.03% 473
2023
Q3
$356K Hold
1,499
0.03% 435
2023
Q2
$376K Sell
1,499
-122
-8% -$30.6K 0.03% 436
2023
Q1
$365K Sell
1,621
-81
-5% -$18.2K 0.04% 394
2022
Q4
$371K Buy
+1,702
New +$371K 0.06% 311