Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.26M | Buy |
+18,921
| New | +$4.26M | 2.65% | 16 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$11K | – | 363 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $9K | Hold |
50
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $8K | Buy |
50
+25
| +100% | +$4K | 0.01% | 229 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 474 |
|