MSH Capital Advisors’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
2024
Q1
Sell
-1,008
Closed -$264K 219
2023
Q4
$264K Hold
1,008
0.1% 178
2023
Q3
$237K Buy
1,008
+149
+17% +$35K 0.09% 190
2023
Q2
$209K Sell
859
-110
-11% -$26.8K 0.08% 202
2023
Q1
$218K Buy
+969
New +$218K 0.09% 181