Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-136
| Closed | -$35.7K | – | 534 |
|
|
2023
Q4 | $35.7K | Buy |
136
+1
| +0.7% | +$262 | 0.01% | 356 |
|
|
2023
Q3 | $31.7K | Hold |
135
| – | – | 0.01% | 351 |
|
|
2023
Q2 | $32.9K | Buy |
+135
| New | +$32.9K | 0.01% | 355 |
|
|
2016
Q3 | – | Sell |
-154
| Closed | -$18K | – | 681 |
|
|
2016
Q2 | $18K | Buy |
+154
| New | +$18K | 0.01% | 364 |
|