Gradient Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-44	Closed	-$9.26K	–	1582
2022 Q4	$9.26K	Hold	44	–	–	﹤0.01%	829
2022 Q3	$9K	Buy	+44	New	+$9.65K	﹤0.01%	821
2022 Q2	–	Sell	-31	Closed	-$8K	–	1297
2022 Q1	$8K	Buy	+31	New	+$7.65K	﹤0.01%	821
2021 Q3	–	Sell	-24	Closed	-$6K	–	1196
2021 Q2	$6K	Buy	+24	New	+$5.66K	﹤0.01%	847
2018 Q4	–	Sell	-112	Closed	-$18K	–	1003
2018 Q3	$18K	Sell	112 -14	-11%	-$2.22K	﹤0.01%	520
2018 Q2	$19K	Sell	126 -547	-81%	-$82.4K	﹤0.01%	496
2018 Q1	$99K	Buy	673 +439	+188%	+$66.7K	0.01%	276
2017 Q4	$35K	Buy	+234	New	+$33.9K	﹤0.01%	398
2017 Q3	–	Sell	-50	Closed	-$7K	–	469
2017 Q2	$7K	Buy	+50	New	+$6.67K	﹤0.01%	533
2016 Q1	–	Sell	-135	Closed	-$15K	–	763
2015 Q4	$15K	Buy	+135	New	+$15.4K	﹤0.01%	356