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 |
|