Filbrandt 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $148K | Hold |
612
| – | – | 0.09% | 45 |
|
2021
Q2 | $148K | Hold |
612
| – | – | 0.08% | 48 |
|
2021
Q1 | $137K | Hold |
612
| – | – | 0.08% | 46 |
|
2020
Q4 | $130K | Hold |
612
| – | – | 0.08% | 43 |
|
2020
Q3 | $115K | Hold |
612
| – | – | 0.09% | 43 |
|
2020
Q2 | $105K | Hold |
612
| – | – | 0.08% | 66 |
|
2020
Q1 | $87K | Sell |
612
-99
| -14% | -$14.1K | 0.1% | 47 |
|
2019
Q4 | $126K | Buy |
+711
| New | +$126K | 0.11% | 41 |
|