MAWCM
Mine & Arao Wealth Creation & Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-140
| Closed | -$40.5K | – | 220 |
|
|
2024
Q1 | $40.5K | Hold |
140
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $36.7K | Buy |
140
+1
| +0.7% | +$262 | 0.02% | 152 |
|
|
2023
Q3 | $32.6K | Hold |
139
| – | – | 0.02% | 152 |
|
|
2023
Q2 | $33.9K | Hold |
139
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $31.2K | Buy |
139
+1
| +0.7% | +$225 | 0.02% | 166 |
|
|
2022
Q4 | $29.1K | Buy |
138
+1
| +0.7% | +$211 | 0.02% | 162 |
|
|
2022
Q3 | $27K | Hold |
137
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $28K | Buy |
137
+1
| +0.7% | +$204 | 0.02% | 171 |
|
|
2022
Q1 | $34K | Hold |
136
| – | – | 0.02% | 170 |
|
|
2021
Q4 | $36K | Buy |
136
+1
| +0.7% | +$265 | 0.02% | 169 |
|
|
2021
Q3 | $33K | Hold |
135
| – | – | 0.02% | 171 |
|
|
2021
Q2 | $33K | Buy |
135
+1
| +0.7% | +$244 | 0.02% | 165 |
|
|
2021
Q1 | $30K | Hold |
134
| – | – | 0.02% | 163 |
|
|
2020
Q4 | $28K | Hold |
134
| – | – | 0.02% | 158 |
|
|
2020
Q3 | $25K | Buy |
134
+1
| +0.8% | +$187 | 0.02% | 153 |
|
|
2020
Q2 | $23K | Buy |
133
+1
| +0.8% | +$173 | 0.02% | 146 |
|
|
2020
Q1 | $19K | Hold |
132
| – | – | 0.02% | 148 |
|
|
2019
Q4 | $24K | Buy |
+132
| New | +$24K | 0.02% | 159 |
|