Krilogy Financial’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 | – | Sell |
-1,097
| Closed | -$247K | – | 298 |
|
|
2023
Q1 | $247K | Hold |
1,097
| – | – | 0.02% | 358 |
|
|
2022
Q4 | $231K | Hold |
1,097
| – | – | 0.02% | 351 |
|
|
2022
Q3 | $216K | Hold |
1,097
| – | – | 0.03% | 289 |
|
|
2022
Q2 | $228K | Hold |
1,097
| – | – | 0.03% | 286 |
|
|
2022
Q1 | $274K | Hold |
1,097
| – | – | 0.03% | 263 |
|
|
2021
Q4 | $290K | Hold |
1,097
| – | – | 0.03% | 234 |
|
|
2021
Q3 | $265K | Hold |
1,097
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $266K | Hold |
1,097
| – | – | 0.03% | 232 |
|
|
2021
Q1 | $246K | Hold |
1,097
| – | – | 0.03% | 235 |
|
|
2020
Q4 | $232K | Hold |
1,097
| – | – | 0.03% | 230 |
|
|
2020
Q3 | $205K | Buy |
+1,097
| New | +$205K | 0.03% | 222 |
|
|
2017
Q4 | – | Sell |
-205
| Closed | -$29K | – | 806 |
|
|
2017
Q3 | $29K | Buy |
+205
| New | +$29K | 0.01% | 423 |
|