GA
Greenspring Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-854
| Closed | -$254K | – | 98 |
|
|
2024
Q2 | $254K | Hold |
854
| – | – | 0.06% | 60 |
|
|
2024
Q1 | $246K | Hold |
854
| – | – | 0.06% | 63 |
|
|
2023
Q4 | $224K | Hold |
854
| – | – | 0.06% | 65 |
|
|
2023
Q3 | $201K | Hold |
854
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $208K | Sell |
854
-906
| -51% | -$221K | 0.06% | 70 |
|
|
2023
Q1 | $396K | Hold |
1,760
| – | – | 0.09% | 84 |
|
|
2022
Q4 | $371K | Sell |
1,760
-607
| -26% | -$128K | 0.1% | 74 |
|
|
2022
Q3 | $467K | Sell |
2,367
-90
| -4% | -$17.8K | 0.14% | 64 |
|
|
2022
Q2 | $511K | Hold |
2,457
| – | – | 0.15% | 59 |
|
|
2022
Q1 | $614K | Sell |
2,457
-77
| -3% | -$19.2K | 0.16% | 52 |
|
|
2021
Q4 | $670K | Buy |
+2,534
| New | +$670K | 0.17% | 46 |
|