Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,092
| Closed | -$230K | – | 90 |
|
|
2022
Q4 | $230K | Buy |
1,092
+10
| +0.9% | +$2.11K | 0.05% | 81 |
|
|
2022
Q3 | $214K | Hold |
1,082
| – | – | 0.05% | 85 |
|
|
2022
Q2 | $225K | Buy |
1,082
+3
| +0.3% | +$624 | 0.05% | 82 |
|
|
2022
Q1 | $270K | Buy |
1,079
+4
| +0.4% | +$1K | 0.05% | 78 |
|
|
2021
Q4 | $284K | Buy |
1,075
+6
| +0.6% | +$1.59K | 0.06% | 79 |
|
|
2021
Q3 | $258K | Hold |
1,069
| – | – | 0.06% | 75 |
|
|
2021
Q2 | $259K | Buy |
1,069
+6
| +0.6% | +$1.45K | 0.06% | 78 |
|
|
2021
Q1 | $238K | Sell |
1,063
-304
| -22% | -$68.1K | 0.06% | 74 |
|
|
2020
Q4 | $290K | Buy |
1,367
+5
| +0.4% | +$1.06K | 0.08% | 67 |
|
|
2020
Q3 | $255K | Buy |
+1,362
| New | +$255K | 0.08% | 65 |
|