MRWM
ML&R Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $13.2M | Sell |
45,930
-256
| -0.6% | -$73.7K | 3.04% | 7 |
|
|
2023
Q4 | $12.1M | Buy |
46,186
+256
| +0.6% | +$67.1K | 2.74% | 7 |
|
|
2023
Q3 | $10.8M | Hold |
45,930
| – | – | 2.82% | 7 |
|
|
2023
Q2 | $11.2M | Hold |
45,930
| – | – | 2.47% | 7 |
|
|
2023
Q1 | $10.3M | Sell |
45,930
-78
| -0.2% | -$17.6K | 2.77% | 7 |
|
|
2022
Q4 | $9.69M | Sell |
46,008
-12
| -0% | -$2.53K | 2.9% | 7 |
|
|
2022
Q3 | $9.08M | Buy |
46,020
+90
| +0.2% | +$17.8K | 3.07% | 7 |
|
|
2022
Q2 | $9.54M | Hold |
45,930
| – | – | 4.29% | 6 |
|
|
2022
Q1 | $11.5M | Hold |
45,930
| – | – | 4.24% | 6 |
|
|
2021
Q4 | $12.1M | Buy |
+45,930
| New | +$12.1M | 4.51% | 6 |
|