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