GYL Financial Synergies’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
Q3 | $796K | Hold |
2,531
| – | – | 0.06% | 204 |
|
|
2024
Q2 | $753K | Hold |
2,531
| – | – | 0.06% | 205 |
|
|
2024
Q1 | $729K | Hold |
2,531
| – | – | 0.06% | 204 |
|
|
2023
Q4 | $664K | Hold |
2,531
| – | – | 0.05% | 214 |
|
|
2023
Q3 | $595K | Sell |
2,531
-200
| -7% | -$47K | 0.06% | 220 |
|
|
2023
Q2 | $666K | Buy |
+2,731
| New | +$666K | 0.06% | 211 |
|