MWS
Maxwell Wealth Strategies’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.39M | Sell |
10,529
-10
| -0.1% | -$3.22K | 1.38% | 19 |
|
|
2024
Q3 | $3.34M | Hold |
10,539
| – | – | 1.42% | 19 |
|
|
2024
Q2 | $3.14M | Hold |
10,539
| – | – | 1.54% | 18 |
|
|
2024
Q1 | $3.02M | Hold |
10,539
| – | – | 1.53% | 19 |
|
|
2023
Q4 | $2.76M | Buy |
+10,539
| New | +$2.76M | 1.81% | 16 |
|