Johanson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $443K | Buy |
1,674
+5
| +0.3% | +$1.32K | 0.14% | 90 |
|
|
2021
Q3 | $403K | Buy |
1,669
+6
| +0.4% | +$1.45K | 0.14% | 89 |
|
|
2021
Q2 | $407K | Buy |
1,663
+4
| +0.2% | +$979 | 0.14% | 87 |
|
|
2021
Q1 | $386K | Sell |
1,659
-205
| -11% | -$47.7K | 0.14% | 88 |
|
|
2020
Q4 | $395K | Buy |
1,864
+7
| +0.4% | +$1.48K | 0.16% | 85 |
|
|
2020
Q3 | $353K | Buy |
1,857
+8
| +0.4% | +$1.52K | 0.16% | 84 |
|
|
2020
Q2 | $317K | Buy |
1,849
+116
| +7% | +$19.9K | 0.16% | 84 |
|
|
2020
Q1 | $245K | Sell |
1,733
-307,525
| -99% | -$43.5M | 0.14% | 82 |
|
|
2019
Q4 | $1.73M | Buy |
309,258
+307,541
| +17,912% | +$1.72M | 0.08% | 109 |
|
|
2019
Q3 | $283K | Hold |
1,717
| – | – | 0.15% | 82 |
|
|
2019
Q2 | $280K | Buy |
1,717
+9
| +0.5% | +$1.47K | 0.15% | 83 |
|
|
2019
Q1 | $269K | Sell |
1,708
-194
| -10% | -$30.6K | 0.15% | 85 |
|
|
2018
Q4 | $264K | Buy |
+1,902
| New | +$264K | 0.18% | 79 |
|