ICA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-479
| Closed | -$138K | – | 1044 |
|
|
2024
Q1 | $138K | Hold |
479
| – | – | 0.03% | 334 |
|
|
2023
Q4 | $126K | Buy |
+479
| New | +$126K | 0.03% | 326 |
|
|
2023
Q3 | – | Sell |
-479
| Closed | -$117K | – | 705 |
|
|
2023
Q2 | $117K | Hold |
479
| – | – | 0.03% | 308 |
|
|
2023
Q1 | $108K | Hold |
479
| – | – | 0.03% | 330 |
|
|
2022
Q4 | $101K | Buy |
+479
| New | +$101K | 0.02% | 363 |
|