Goodwin 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 |
-156
| Closed | -$40.9K | – | 62 |
|
|
2023
Q4 | $40.9K | Sell |
156
-113
| -42% | -$29.6K | 0.02% | 47 |
|
|
2023
Q3 | $63.2K | Hold |
269
| – | – | 0.04% | 59 |
|
|
2023
Q2 | $65.6K | Sell |
269
-74
| -22% | -$18K | 0.04% | 58 |
|
|
2023
Q1 | $77.3K | Sell |
343
-27
| -7% | -$6.08K | 0.05% | 58 |
|
|
2022
Q4 | $77.9K | Sell |
370
-574
| -61% | -$121K | 0.06% | 70 |
|
|
2022
Q3 | $186K | Buy |
944
+406
| +75% | +$80K | 0.14% | 49 |
|
|
2022
Q2 | $112K | Buy |
538
+510
| +1,821% | +$106K | 0.09% | 48 |
|
|
2022
Q1 | $7K | Buy |
+28
| New | +$7K | ﹤0.01% | 157 |
|
|
2021
Q4 | – | Sell |
-32
| Closed | -$8K | – | 199 |
|
|
2021
Q3 | $8K | Buy |
+32
| New | +$8K | 0.01% | 116 |
|