Lumature Wealth Partners’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 | $91.2K | Hold |
374
| – | – | 0.05% | 196 |
|
|
2023
Q1 | $84.2K | Hold |
374
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $78.7K | Hold |
374
| – | – | 0.04% | 199 |
|
|
2022
Q3 | $74K | Hold |
374
| – | – | 0.04% | 203 |
|
|
2022
Q2 | $78K | Hold |
374
| – | – | 0.03% | 213 |
|
|
2022
Q1 | $94K | Hold |
374
| – | – | 0.04% | 215 |
|
|
2021
Q4 | $99K | Hold |
374
| – | – | 0.04% | 182 |
|
|
2021
Q3 | $90K | Hold |
374
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $91K | Sell |
374
-100
| -21% | -$24.3K | 0.04% | 182 |
|
|
2021
Q1 | $106K | Hold |
474
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $100K | Buy |
+474
| New | +$100K | 0.09% | 134 |
|