Kistler-Tiffany Companies’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
Q2 | $846K | Hold |
3,472
| – | – | 0.14% | 131 |
|
2023
Q1 | $782K | Sell |
3,472
-321
| -8% | -$72.3K | 0.15% | 113 |
|
2022
Q4 | $799K | Hold |
3,793
| – | – | 0.16% | 105 |
|
2022
Q3 | $748K | Hold |
3,793
| – | – | 0.17% | 102 |
|
2022
Q2 | $788K | Hold |
3,793
| – | – | 0.17% | 98 |
|
2022
Q1 | $949K | Hold |
3,793
| – | – | 0.18% | 96 |
|
2021
Q4 | $1M | Hold |
3,793
| – | – | 0.2% | 78 |
|
2021
Q3 | $917K | Hold |
3,793
| – | – | 0.21% | 81 |
|
2021
Q2 | $918K | Buy |
3,793
+269
| +8% | +$65.1K | 0.21% | 81 |
|
2021
Q1 | $789K | Hold |
3,524
| – | – | 0.2% | 84 |
|
2020
Q4 | $747K | Hold |
3,524
| – | – | 0.21% | 74 |
|
2020
Q3 | $660K | Hold |
3,524
| – | – | 0.21% | 77 |
|
2020
Q2 | $605K | Hold |
3,524
| – | – | 0.21% | 76 |
|
2020
Q1 | $629K | Hold |
3,524
| – | – | 0.22% | 67 |
|
2019
Q4 | $629K | Buy |
3,524
+719
| +26% | +$128K | 0.22% | 69 |
|
2019
Q3 | $462K | Buy |
2,805
+167
| +6% | +$27.5K | 0.18% | 78 |
|
2019
Q2 | $429K | Hold |
2,638
| – | – | 0.16% | 83 |
|
2019
Q1 | $415K | Hold |
2,638
| – | – | 0.17% | 80 |
|
2018
Q4 | $366K | Hold |
2,638
| – | – | 0.17% | 85 |
|
2018
Q3 | $427K | Hold |
2,638
| – | – | 0.18% | 84 |
|
2018
Q2 | $401K | Sell |
2,638
-30
| -1% | -$4.56K | 0.18% | 87 |
|
2018
Q1 | $392K | Hold |
2,668
| – | – | 0.16% | 95 |
|
2017
Q4 | $396K | Hold |
2,668
| – | – | 0.16% | 98 |
|
2017
Q3 | $373K | Hold |
2,668
| – | – | 0.16% | 98 |
|
2017
Q2 | $361K | Hold |
2,668
| – | – | 0.17% | 90 |
|
2017
Q1 | $350K | Hold |
2,668
| – | – | 0.16% | 88 |
|
2016
Q4 | $332K | Hold |
2,668
| – | – | 0.16% | 91 |
|
2016
Q3 | $321K | Hold |
2,668
| – | – | 0.16% | 90 |
|
2016
Q2 | $312K | Hold |
2,668
| – | – | 0.16% | 91 |
|
2016
Q1 | $304K | Hold |
2,668
| – | – | 0.17% | 89 |
|
2015
Q4 | $302K | Hold |
2,668
| – | – | 0.17% | 87 |
|
2015
Q3 | $286K | Hold |
2,668
| – | – | 0.17% | 90 |
|
2015
Q2 | $310K | Hold |
2,668
| – | – | 0.19% | 85 |
|
2015
Q1 | $309K | Hold |
2,668
| – | – | 0.2% | 82 |
|
2014
Q4 | $306K | Hold |
2,668
| – | – | 0.2% | 83 |
|
2014
Q3 | $293K | Hold |
2,668
| – | – | 0.2% | 84 |
|
2014
Q2 | $294K | Hold |
2,668
| – | – | 0.21% | 79 |
|
2014
Q1 | $280K | Hold |
2,668
| – | – | 0.21% | 80 |
|
2013
Q4 | $275K | Sell |
2,668
-192
| -7% | -$19.8K | 0.21% | 83 |
|
2013
Q3 | $269K | Hold |
2,860
| – | – | 0.22% | 83 |
|
2013
Q2 | $257K | Buy |
+2,860
| New | +$257K | 0.22% | 80 |
|