Global Wealth Management Investment Advisory’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 |
-83
| Closed | -$21.8K | – | 293 |
|
|
2023
Q4 | $21.8K | Hold |
83
| – | – | 0.01% | 240 |
|
|
2023
Q3 | $19.5K | Hold |
83
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $20.2K | Buy |
+83
| New | +$20.2K | 0.01% | 247 |
|
|
2022
Q3 | – | Sell |
-83
| Closed | -$17K | – | 302 |
|
|
2022
Q2 | $17K | Hold |
83
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $21K | Hold |
83
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $22K | Hold |
83
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $20K | Buy |
+83
| New | +$20K | 0.01% | 260 |
|