Doyle Wealth Management’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
2022
Q3
$872K Sell
2022
Q2
$1.04M Buy
2022
Q1
$1.1M Sell
2021
Q4
$1.2M Sell
2021
Q3
$1.2M Sell
2021
Q2
$1.28M Sell
2021
Q1
$1.36M Sell
2020
Q4
$1.3M Sell
2020
Q3
$1.2M Sell
2020
Q2
$1.19M Sell
2020
Q1
$1.01M Sell
2019
Q4
$1.34M Buy
2019
Q3
$1.22M Sell
2019
Q2
$1.23M Sell
2019
Q1
$1.29M Sell
2018
Q4
$1.2M Sell
2018
Q3
$1.4M Sell
2018
Q2
$1.34M Sell
2018
Q1
$1.3M Sell
2017
Q4
$1.36M Sell
2017
Q3
$1.28M Sell
2017
Q2
$1.25M Sell
2017
Q1
$1.22M Buy