DHK Financial Advisors’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
Q2 | – | Sell |
-2,870
| Closed | -$827K | – | 87 |
|
|
2024
Q1 | $827K | Hold |
2,870
| – | – | 0.59% | 46 |
|
|
2023
Q4 | $753K | Hold |
2,870
| – | – | 0.56% | 40 |
|
|
2023
Q3 | $677K | Hold |
2,870
| – | – | 0.6% | 38 |
|
|
2023
Q2 | $700K | Hold |
2,870
| – | – | 0.6% | 39 |
|
|
2023
Q1 | $646K | Buy |
+2,870
| New | +$646K | 0.8% | 27 |
|