Heritage Wealth Management (Arizona)’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
Q1 | – | Sell |
-1,150
| Closed | -$302K | – | 181 |
|
|
2023
Q4 | $302K | Buy |
+1,150
| New | +$302K | 0.16% | 118 |
|
|
2022
Q4 | $385K | Sell |
1,829
-3,412
| -65% | -$718K | 0.06% | 264 |
|
|
2022
Q3 | $1.03M | Buy |
5,241
+5,169
| +7,179% | +$1.02M | 0.33% | 55 |
|
|
2022
Q2 | $15K | Sell |
72
-201
| -74% | -$41.8K | 0.01% | 598 |
|
|
2022
Q1 | $68K | Buy |
+273
| New | +$68K | 0.02% | 422 |
|
|
2021
Q3 | $15K | Hold |
63
| – | – | 0.01% | 600 |
|
|
2021
Q2 | $15K | Sell |
63
-1
| -2% | -$238 | 0.01% | 600 |
|
|
2021
Q1 | $14K | Buy |
+64
| New | +$14K | 0.01% | 535 |
|