Fullen Financial 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
$1.82M Buy
7,970
+30
+0.4% +$6.84K 0.98% 23
2022
Q4
$1.78M Buy
7,940
+35
+0.4% +$7.86K 1.01% 23
2022
Q3
$1.68M Sell
7,905
-420
-5% -$89.4K 1.07% 23
2022
Q2
$1.73M Sell
8,325
-75
-0.9% -$15.6K 1.11% 23
2022
Q1
$2.1M Buy
8,400
+13
+0.2% +$3.25K 1.23% 22
2021
Q4
$2.22M Buy
8,387
+25
+0.3% +$6.61K 1.24% 22
2021
Q3
$2.13M Buy
8,362
+29
+0.3% +$7.4K 1.22% 22
2021
Q2
$2.02M Sell
8,333
-700
-8% -$169K 1.19% 24
2021
Q1
$2.02M Sell
9,033
-92
-1% -$20.6K 1.29% 22
2020
Q4
$1.93M Buy
9,125
+65
+0.7% +$13.8K 1.31% 23
2020
Q3
$1.7M Sell
9,060
-833
-8% -$156K 1.29% 23
2020
Q2
$1.7M Buy
+9,893
New +$1.7M 1.41% 23