Parcion Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,269
| Closed | -$481K | – | 197 |
|
|
2020
Q4 | $481K | Sell |
2,269
-1,034
| -31% | -$219K | 0.06% | 130 |
|
|
2020
Q3 | $617K | Hold |
3,303
| – | – | 0.09% | 115 |
|
|
2020
Q2 | $583K | Hold |
3,303
| – | – | 0.1% | 116 |
|
|
2020
Q1 | $467K | Sell |
3,303
-1,920
| -37% | -$271K | 0.13% | 102 |
|
|
2019
Q4 | $932K | Buy |
+5,223
| New | +$932K | 0.2% | 80 |
|