Intercontinental Wealth Advisors’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
Q2
$1.14M Hold
4,657
0.27% 83
2023
Q1
$1.05M Sell
4,657
-20
-0.4% -$4.51K 0.27% 83
2022
Q4
$985K Sell
4,677
-450
-9% -$94.7K 0.29% 80
2022
Q3
$1.01M Buy
5,127
+47
+0.9% +$9.28K 0.32% 73
2022
Q2
$1.06M Buy
+5,080
New +$1.06M 0.29% 77