Regal Wealth 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
Q4 | $2.6M | Buy |
10,081
+3
| +0% | +$772 | 1.6% | 17 |
|
|
2023
Q3 | $2.37M | Sell |
10,078
-48
| -0.5% | -$11.3K | 1.62% | 16 |
|
|
2023
Q2 | $2.44M | Sell |
10,126
-4
| -0% | -$965 | 1.6% | 16 |
|
|
2023
Q1 | $2.3M | Sell |
10,130
-38
| -0.4% | -$8.64K | 1.64% | 19 |
|
|
2022
Q4 | $2.14M | Buy |
10,168
+4
| +0% | +$842 | 1.57% | 15 |
|
|
2022
Q3 | $2.07M | Buy |
10,164
+4
| +0% | +$813 | 1.59% | 15 |
|
|
2022
Q2 | $2.11M | Hold |
10,160
| – | – | 1.52% | 16 |
|
|
2022
Q1 | $2.47M | Sell |
10,160
-64
| -0.6% | -$15.6K | 1.54% | 16 |
|
|
2021
Q4 | $2.7M | Sell |
10,224
-100
| -1% | -$26.4K | 1.52% | 16 |
|
|
2021
Q3 | $2.5M | Sell |
10,324
-30
| -0.3% | -$7.25K | 1.5% | 17 |
|
|
2021
Q2 | $2.51M | Buy |
10,354
+2
| +0% | +$484 | 1.48% | 17 |
|
|
2021
Q1 | $2.32M | Sell |
10,352
-108
| -1% | -$24.2K | 1.36% | 16 |
|
|
2020
Q4 | $2.22M | Sell |
10,460
-392
| -4% | -$83K | 1.35% | 16 |
|
|
2020
Q3 | $2.03M | Buy |
10,852
+3
| +0% | +$561 | 1.58% | 17 |
|
|
2020
Q2 | $1.86M | Buy |
10,849
+2
| +0% | +$343 | 1.54% | 16 |
|
|
2020
Q1 | $1.54M | Buy |
10,847
+4
| +0% | +$566 | 1.5% | 16 |
|
|
2019
Q4 | $1.94M | Buy |
10,843
+4
| +0% | +$714 | 1.25% | 16 |
|
|
2019
Q3 | $1.78M | Buy |
10,839
+2
| +0% | +$329 | 1.22% | 16 |
|
|
2019
Q2 | $1.76M | Buy |
10,837
+4
| +0% | +$651 | 1.22% | 16 |
|
|
2019
Q1 | $1.7M | Buy |
10,833
+3
| +0% | +$472 | 1.23% | 16 |
|
|
2018
Q4 | $1.5M | Buy |
10,830
+7
| +0.1% | +$971 | 1.37% | 16 |
|
|
2018
Q3 | $1.75M | Buy |
10,823
+3
| +0% | +$485 | 1.2% | 17 |
|
|
2018
Q2 | $1.64M | Sell |
10,820
-334
| -3% | -$50.7K | 1.75% | 17 |
|
|
2018
Q1 | $1.64M | Buy |
11,154
+4
| +0% | +$587 | 1.26% | 15 |
|
|
2017
Q4 | $1.66M | Buy |
11,150
+2
| +0% | +$297 | 1.17% | 16 |
|
|
2017
Q3 | $1.56M | Buy |
11,148
+8
| +0.1% | +$1.12K | 1.15% | 16 |
|
|
2017
Q2 | $1.51M | Hold |
11,140
| – | – | 1.17% | 17 |
|
|
2017
Q1 | $1.46M | Buy |
11,140
+5
| +0% | +$656 | 1.12% | 21 |
|
|
2016
Q4 | $1.39M | Sell |
11,135
-68
| -0.6% | -$8.46K | 1.13% | 22 |
|
|
2016
Q3 | $1.35M | Buy |
11,203
+11
| +0.1% | +$1.33K | 1.23% | 17 |
|
|
2016
Q2 | $1.31M | Hold |
11,192
| – | – | 1.23% | 16 |
|
|
2016
Q1 | $1.28M | Buy |
11,192
+7
| +0.1% | +$799 | 1.23% | 16 |
|
|
2015
Q4 | $1.27M | Buy |
+11,185
| New | +$1.27M | 1.25% | 16 |
|