KB Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $83K | Hold |
353
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $86K | Hold |
353
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $80K | Sell |
353
-9,696
| -96% | -$2.2M | 0.02% | 223 |
|
|
2022
Q4 | $2.12M | Buy |
10,049
+9,696
| +2,747% | +$2.04M | 0.72% | 14 |
|
|
2022
Q3 | $70K | Hold |
353
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $73K | Hold |
353
| – | – | 0.03% | 227 |
|
|
2022
Q1 | $88K | Sell |
353
-518
| -59% | -$129K | 0.02% | 231 |
|
|
2021
Q4 | $230K | Sell |
871
-461
| -35% | -$122K | 0.07% | 166 |
|
|
2021
Q3 | $322K | Hold |
1,332
| – | – | 0.12% | 111 |
|
|
2021
Q2 | $322K | Hold |
1,332
| – | – | 0.12% | 103 |
|
|
2021
Q1 | $298K | Buy |
+1,332
| New | +$298K | 0.13% | 90 |
|