Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-305
| Closed | -$74K | – | 642 |
|
|
2021
Q3 | $74K | Buy |
+305
| New | +$74K | 0.03% | 343 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$10K | – | 933 |
|
|
2019
Q4 | $10K | Buy |
+57
| New | +$10K | 0.01% | 538 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$12K | – | 788 |
|
|
2018
Q4 | $12K | Buy |
+91
| New | +$12K | 0.01% | 400 |
|