RVPG
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Relative Value Partners Group’s iShares Russell 1000 ETF IWB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.01M Sell
3,379
-11,903
-78% -$3.54M 0.13% 141
2024
Q1
$4.06M Sell
15,282
-1,052
-6% -$280K 0.25% 77
2023
Q4
$4.28M Buy
16,334
+1,274
+8% +$334K 0.26% 75
2023
Q3
$3.54M Sell
15,060
-16
-0.1% -$3.76K 0.24% 74
2023
Q2
$3.67M Buy
15,076
+26
+0.2% +$6.34K 0.24% 74
2023
Q1
$3.39M Sell
15,050
-84
-0.6% -$18.9K 0.23% 79
2022
Q4
$3.19M Sell
15,134
-2,631
-15% -$554K 0.22% 82
2022
Q3
$3.51M Buy
17,765
+3,933
+28% +$777K 0.29% 70
2022
Q2
$3.16M Buy
13,832
+4,183
+43% +$956K 0.24% 79
2022
Q1
$2.41M Buy
+9,649
New +$2.41M 0.17% 93