Johanson Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $443K | Buy |
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2021
Q3 | $403K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $280K | Buy |
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|
2019
Q1 | $269K | Sell |
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|
2018
Q4 | $264K | Buy |
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