Ferris Capital’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
Q1
$375K Hold
2021
Q4
$397K Hold
2021
Q3
$392K Buy
2021
Q2
Sell
2021
Q1
$336K Hold
2020
Q4
$318K Hold
2020
Q3
$281K Buy
2020
Q1
Sell
2019
Q4
$207K Buy
2019
Q2
Sell
2019
Q1
$135K Buy
2018
Q4
$18K Hold
2018
Q3
$21K Hold
2018
Q2
$20K Hold
2018
Q1
$19K Buy