Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $942K | Sell |
4,010
-20
| -0.5% | -$4.7K | 0.2% | 94 |
|
|
2023
Q2 | $982K | Hold |
4,030
| – | – | 0.2% | 93 |
|
|
2023
Q1 | $908K | Buy |
4,030
+1
| +0% | +$225 | 0.2% | 94 |
|
|
2022
Q4 | $848K | Buy |
4,029
+308
| +8% | +$64.8K | 0.19% | 93 |
|
|
2022
Q3 | $734K | Sell |
3,721
-800
| -18% | -$158K | 0.18% | 96 |
|
|
2022
Q2 | $939K | Buy |
4,521
+1,075
| +31% | +$223K | 0.23% | 88 |
|
|
2022
Q1 | $862K | Hold |
3,446
| – | – | 0.18% | 97 |
|
|
2021
Q4 | $911K | Sell |
3,446
-635
| -16% | -$168K | 0.18% | 89 |
|
|
2021
Q3 | $986K | Hold |
4,081
| – | – | 0.22% | 88 |
|
|
2021
Q2 | $988K | Hold |
4,081
| – | – | 0.22% | 88 |
|
|
2021
Q1 | $913K | Hold |
4,081
| – | – | 0.22% | 88 |
|
|
2020
Q4 | $865K | Buy |
4,081
+730
| +22% | +$155K | 0.23% | 80 |
|
|
2020
Q3 | $627K | Hold |
3,351
| – | – | 0.19% | 83 |
|
|
2020
Q2 | $575K | Buy |
+3,351
| New | +$575K | 0.19% | 83 |
|