Janiczek 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 | $16.7K | Hold |
56
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $16.1K | Hold |
56
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $14.7K | Hold |
56
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $13.2K | Sell |
56
-154
| -73% | -$36.2K | ﹤0.01% | 586 |
|
|
2023
Q2 | $51.2K | Hold |
210
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $47.6K | Sell |
210
-21
| -9% | -$4.76K | 0.01% | 323 |
|
|
2022
Q4 | $50.6K | Hold |
231
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $46K | Hold |
231
| – | – | 0.02% | 317 |
|
|
2022
Q2 | $52K | Hold |
231
| – | – | 0.02% | 297 |
|
|
2022
Q1 | $58K | Hold |
231
| – | – | 0.02% | 281 |
|
|
2021
Q4 | $61K | Hold |
231
| – | – | 0.02% | 272 |
|
|
2021
Q3 | $56K | Sell |
231
-34
| -13% | -$8.24K | 0.02% | 265 |
|
|
2021
Q2 | $64K | Buy |
265
+111
| +72% | +$26.8K | 0.02% | 211 |
|
|
2021
Q1 | $34K | Sell |
154
-27
| -15% | -$5.96K | 0.01% | 301 |
|
|
2020
Q4 | $38K | Hold |
181
| – | – | 0.02% | 244 |
|
|
2020
Q3 | $34K | Hold |
181
| – | – | 0.02% | 117 |
|
|
2020
Q2 | $31K | Hold |
181
| – | – | 0.02% | 102 |
|
|
2020
Q1 | $26K | Hold |
181
| – | – | 0.01% | 79 |
|
|
2019
Q4 | $32K | Hold |
181
| – | – | 0.01% | 80 |
|
|
2019
Q3 | $30K | Hold |
181
| – | – | 0.01% | 81 |
|
|
2019
Q2 | $29K | Hold |
181
| – | – | 0.01% | 86 |
|
|
2019
Q1 | $28K | Hold |
181
| – | – | 0.01% | 88 |
|
|
2018
Q4 | $25K | Buy |
+181
| New | +$25K | 0.01% | 91 |
|