Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $872K | Sell |
4,419
-598
| -12% | -$118K | 0.07% | 102 |
|
|
2022
Q2 | $1.04M | Buy |
5,017
+608
| +14% | +$126K | 0.08% | 104 |
|
|
2022
Q1 | $1.1M | Sell |
4,409
-116
| -3% | -$29K | 0.08% | 111 |
|
|
2021
Q4 | $1.2M | Sell |
4,525
-447
| -9% | -$118K | 0.09% | 102 |
|
|
2021
Q3 | $1.2M | Sell |
4,972
-314
| -6% | -$75.9K | 0.1% | 99 |
|
|
2021
Q2 | $1.28M | Sell |
5,286
-790
| -13% | -$191K | 0.11% | 97 |
|
|
2021
Q1 | $1.36M | Sell |
6,076
-45
| -0.7% | -$10.1K | 0.13% | 89 |
|
|
2020
Q4 | $1.3M | Sell |
6,121
-312
| -5% | -$66.1K | 0.13% | 87 |
|
|
2020
Q3 | $1.2M | Sell |
6,433
-477
| -7% | -$89.3K | 0.14% | 81 |
|
|
2020
Q2 | $1.19M | Sell |
6,910
-264
| -4% | -$45.3K | 0.16% | 73 |
|
|
2020
Q1 | $1.02M | Sell |
7,174
-311
| -4% | -$44K | 0.16% | 69 |
|
|
2019
Q4 | $1.34M | Buy |
7,485
+74
| +1% | +$13.2K | 0.17% | 70 |
|
|
2019
Q3 | $1.22M | Sell |
7,411
-161
| -2% | -$26.5K | 0.17% | 73 |
|
|
2019
Q2 | $1.23M | Sell |
7,572
-451
| -6% | -$73.4K | 0.17% | 69 |
|
|
2019
Q1 | $1.29M | Sell |
8,023
-611
| -7% | -$97.9K | 0.19% | 64 |
|
|
2018
Q4 | $1.2M | Sell |
8,634
-16
| -0.2% | -$2.22K | 0.2% | 58 |
|
|
2018
Q3 | $1.4M | Sell |
8,650
-180
| -2% | -$29.1K | 0.22% | 59 |
|
|
2018
Q2 | $1.34M | Sell |
8,830
-45
| -0.5% | -$6.84K | 0.22% | 59 |
|
|
2018
Q1 | $1.3M | Sell |
8,875
-274
| -3% | -$40.2K | 0.22% | 59 |
|
|
2017
Q4 | $1.36M | Sell |
9,149
-9
| -0.1% | -$1.34K | 0.23% | 57 |
|
|
2017
Q3 | $1.28M | Sell |
9,158
-61
| -0.7% | -$8.53K | 0.22% | 57 |
|
|
2017
Q2 | $1.25M | Sell |
9,219
-88
| -0.9% | -$11.9K | 0.23% | 57 |
|
|
2017
Q1 | $1.22M | Buy |
+9,307
| New | +$1.22M | 0.25% | 58 |
|