Investment Research & Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,179
| Closed | -$285K | – | 164 |
|
|
2021
Q2 | $285K | Sell |
1,179
-266
| -18% | -$64.3K | 0.19% | 55 |
|
|
2021
Q1 | $323K | Sell |
1,445
-190
| -12% | -$42.5K | 0.24% | 47 |
|
|
2020
Q4 | $346K | Hold |
1,635
| – | – | 0.26% | 47 |
|
|
2020
Q3 | $306K | Hold |
1,635
| – | – | 0.25% | 46 |
|
|
2020
Q2 | $279K | Hold |
1,635
| – | – | 0.25% | 47 |
|
|
2020
Q1 | $231K | Hold |
1,635
| – | – | 0.21% | 44 |
|
|
2019
Q4 | $292K | Buy |
+1,635
| New | +$292K | 0.27% | 41 |
|