Resource Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $598K | Hold |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $579K | Hold |
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|
2022
Q1 | $697K | Sell |
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|
2021
Q4 | $853K | Sell |
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|
2021
Q3 | $811K | Sell |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $905K | Sell |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $835K | Sell |
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|
2020
Q2 | $848K | Sell |
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|
2020
Q1 | $728K | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.51M | Sell |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $2.71M | Buy |
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