MRA Advisory Group’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
Q2 | – | Sell |
-918
| Closed | -$207K | – | 143 |
|
|
2023
Q1 | $207K | Sell |
918
-1,848
| -67% | -$416K | 0.15% | 123 |
|
|
2022
Q4 | $582K | Buy |
2,766
+100
| +4% | +$21.1K | 0.46% | 43 |
|
|
2022
Q3 | $530K | Buy |
2,666
+318
| +14% | +$63.2K | 0.45% | 47 |
|
|
2022
Q2 | $488K | Buy |
2,348
+533
| +29% | +$111K | 0.43% | 51 |
|
|
2022
Q1 | $454K | Buy |
1,815
+330
| +22% | +$82.5K | 0.34% | 60 |
|
|
2021
Q4 | $393K | Buy |
+1,485
| New | +$393K | 0.3% | 67 |
|