HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $906K | Buy |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.04M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $896K | Buy |
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|
2018
Q2 | $810K | Buy |
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|
2018
Q1 | $681K | Buy |
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|
2017
Q4 | $494K | Buy |
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