Gratus Capital’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
Q2 | $2.04M | Buy |
6,850
+810
| +13% | +$241K | 0.08% | 140 |
|
|
2024
Q1 | $1.74M | Buy |
6,040
+4,293
| +246% | +$1.24M | 0.08% | 139 |
|
|
2023
Q4 | $458K | Sell |
1,747
-68
| -4% | -$17.8K | 0.03% | 186 |
|
|
2023
Q3 | $426K | Sell |
1,815
-57
| -3% | -$13.4K | 0.03% | 179 |
|
|
2023
Q2 | $456K | Buy |
1,872
+57
| +3% | +$13.9K | 0.03% | 171 |
|
|
2023
Q1 | $409K | Sell |
1,815
-22
| -1% | -$4.96K | 0.03% | 161 |
|
|
2022
Q4 | $387K | Hold |
1,837
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $362K | Buy |
+1,837
| New | +$362K | 0.04% | 157 |
|