Kades & Cheifetz’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
Q4 | $1.12M | Buy |
3,471
+11
| +0.3% | +$3.54K | 0.57% | 43 |
|
|
2024
Q3 | $1.09M | Buy |
3,460
+11
| +0.3% | +$3.46K | 0.62% | 40 |
|
|
2024
Q2 | $1.03M | Buy |
3,449
+9
| +0.3% | +$2.68K | 0.65% | 38 |
|
|
2024
Q1 | $991K | Sell |
3,440
-255
| -7% | -$73.5K | 0.63% | 39 |
|
|
2023
Q4 | $969K | Sell |
3,695
-115
| -3% | -$30.2K | 0.69% | 34 |
|
|
2023
Q3 | $895K | Hold |
3,810
| – | – | 0.71% | 34 |
|
|
2023
Q2 | $929K | Buy |
3,810
+7
| +0.2% | +$1.71K | 0.71% | 33 |
|
|
2023
Q1 | $857K | Hold |
3,803
| – | – | 0.68% | 34 |
|
|
2022
Q4 | $801K | Buy |
+3,803
| New | +$801K | 0.67% | 34 |
|