Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $206K | Buy |
|
|||||
|
2024
Q2 | $171K | Hold |
|
|||||
|
2024
Q1 | $164K | Hold |
|
|||||
|
2023
Q4 | $148K | Buy |
|
|||||
|
2023
Q3 | $98.2K | Buy |
|
|||||
|
2023
Q2 | $34.1K | Hold |
|
|||||
|
2023
Q1 | $31.5K | Sell |
|
|||||
|
2022
Q4 | $33.7K | Hold |
|
|||||
|
2022
Q3 | $31.6K | Hold |
|
|||||
|
2022
Q2 | $33.2K | Hold |
|
|||||
|
2022
Q1 | $40K | Sell |
|
|||||
|
2021
Q4 | $68.8K | Buy |
|