Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-43
| Closed | -$13K | – | 875 |
|
|
2024
Q3 | $13K | Hold |
43
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $12K | Hold |
43
| – | – | ﹤0.01% | 783 |
|
|
2024
Q1 | $12.4K | Sell |
43
-34
| -44% | -$9.79K | ﹤0.01% | 767 |
|
|
2023
Q4 | $20K | Sell |
77
-99
| -56% | -$25.7K | 0.01% | 642 |
|
|
2023
Q3 | $41.3K | Buy |
+176
| New | +$41.3K | 0.01% | 486 |
|
|
2023
Q1 | $40K | Buy |
+176
| New | +$40K | 0.02% | 483 |
|
|
2022
Q4 | – | Sell |
-97
| Closed | -$19K | – | 716 |
|
|
2022
Q3 | $19K | Buy |
+97
| New | +$19K | 0.01% | 584 |
|