LWS Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.38M | Sell |
|
|||||
|
2023
Q3 | $2.19M | Buy |
|
|||||
|
2023
Q2 | $2.2M | Buy |
|
|||||
|
2023
Q1 | $1.96M | Buy |
|
|||||
|
2022
Q4 | $1.7M | Buy |
|
|||||
|
2022
Q3 | $1.37M | Buy |
|
|||||
|
2022
Q2 | $1.37M | Buy |
|
|||||
|
2022
Q1 | $1.53M | Sell |
|
|||||
|
2021
Q4 | $1.64M | Sell |
|
|||||
|
2021
Q3 | $1.54M | Buy |
|
|||||
|
2021
Q2 | $1.54M | Buy |
|
|||||
|
2021
Q1 | $1.21M | Buy |
|
|||||
|
2020
Q4 | $1.09M | Buy |
|
|||||
|
2020
Q3 | $952K | Sell |
|
|||||
|
2020
Q2 | $939K | Sell |
|
|||||
|
2020
Q1 | $793K | Sell |
|
|||||
|
2019
Q4 | $1.12M | Buy |
|