Koshinski Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-647
| Closed | -$162K | – | 1300 |
|
|
2022
Q1 | $162K | Buy |
647
+2
| +0.3% | +$500 | 0.01% | 664 |
|
|
2021
Q4 | $171K | Buy |
645
+4
| +0.6% | +$1.06K | 0.01% | 670 |
|
|
2021
Q3 | $155K | Buy |
+641
| New | +$155K | 0.01% | 692 |
|
|
2020
Q4 | – | Sell |
-1,371
| Closed | -$271 | – | 564 |
|
|
2020
Q3 | $271 | Sell |
1,371
-55
| -4% | -$11 | 0.04% | 418 |
|
|
2020
Q2 | $245K | Buy |
+1,426
| New | +$245K | 0.04% | 425 |
|
|
2019
Q2 | – | Sell |
-1,281
| Closed | -$202 | – | 314 |
|
|
2019
Q1 | $202 | Sell |
1,281
-1,543
| -55% | -$243 | 0.05% | 365 |
|
|
2018
Q4 | $392K | Buy |
+2,824
| New | +$392K | 0.1% | 255 |
|