Money Concepts Capital’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
Q1 | – | Sell |
-1,418
| Closed | -$299K | – | 1729 |
|
|
2022
Q4 | $299K | Buy |
+1,418
| New | +$299K | 0.01% | 560 |
|
|
2022
Q2 | – | Sell |
-1,365
| Closed | -$341K | – | 2057 |
|
|
2022
Q1 | $341K | Buy |
+1,365
| New | +$341K | 0.02% | 545 |
|
|
2021
Q1 | – | Sell |
-26
| Closed | -$6K | – | 743 |
|
|
2020
Q4 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 619 |
|