Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,210
| Closed | -$1.32M | – | 221 |
|
|
2022
Q1 | $1.32M | Hold |
5,210
| – | – | 0.91% | 16 |
|
|
2021
Q4 | $1.38M | Hold |
5,210
| – | – | 0.94% | 15 |
|
|
2021
Q3 | $1.26M | Hold |
5,210
| – | – | 0.92% | 17 |
|
|
2021
Q2 | $1.26M | Hold |
5,210
| – | – | 0.95% | 17 |
|
|
2021
Q1 | $1.17M | Buy |
5,210
+126
| +2% | +$28.2K | 0.96% | 17 |
|
|
2020
Q4 | $1.08M | Buy |
+5,084
| New | +$1.08M | 0.97% | 16 |
|