Resource Planning 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 | $542K | Sell |
3,995
-479
| -11% | -$65K | 0.34% | 47 |
|
|
2023
Q3 | $598K | Hold |
4,474
| – | – | 0.51% | 34 |
|
|
2023
Q2 | $621K | Sell |
4,474
-151
| -3% | -$20.9K | 0.5% | 33 |
|
|
2023
Q1 | $607K | Sell |
4,625
-44
| -0.9% | -$5.78K | 0.49% | 34 |
|
|
2022
Q4 | $577K | Sell |
4,669
-13
| -0.3% | -$1.61K | 0.46% | 37 |
|
|
2022
Q3 | $543K | Sell |
4,682
-35
| -0.7% | -$4.06K | 0.47% | 38 |
|
|
2022
Q2 | $579K | Hold |
4,717
| – | – | 0.48% | 39 |
|
|
2022
Q1 | $697K | Sell |
4,717
-435
| -8% | -$64.3K | 0.5% | 35 |
|
|
2021
Q4 | $853K | Sell |
5,152
-130
| -2% | -$21.5K | 0.57% | 36 |
|
|
2021
Q3 | $811K | Sell |
5,282
-415
| -7% | -$63.7K | 0.51% | 38 |
|
|
2021
Q2 | $912K | Sell |
5,697
-276
| -5% | -$44.2K | 0.53% | 35 |
|
|
2021
Q1 | $905K | Sell |
5,973
-220
| -4% | -$33.3K | 0.59% | 31 |
|
|
2020
Q4 | $903K | Sell |
6,193
-198
| -3% | -$28.9K | 0.64% | 30 |
|
|
2020
Q3 | $835K | Sell |
6,391
-479
| -7% | -$62.6K | 0.63% | 32 |
|
|
2020
Q2 | $848K | Sell |
6,870
-202
| -3% | -$24.9K | 0.63% | 26 |
|
|
2020
Q1 | $728K | Sell |
7,072
-2,846
| -29% | -$293K | 0.63% | 23 |
|
|
2019
Q4 | $1.43M | Buy |
9,918
+431
| +5% | +$62K | 0.82% | 21 |
|
|
2019
Q3 | $1.56M | Sell |
9,487
-189
| -2% | -$31.1K | 0.91% | 20 |
|
|
2019
Q2 | $1.58M | Buy |
9,676
+101
| +1% | +$16.4K | 0.93% | 21 |
|
|
2019
Q1 | $1.51M | Sell |
9,575
-1,130
| -11% | -$178K | 1% | 18 |
|
|
2018
Q4 | $1.49M | Sell |
10,705
-6,044
| -36% | -$838K | 1.11% | 18 |
|
|
2018
Q3 | $2.71M | Buy |
+16,749
| New | +$2.71M | 2.11% | 11 |
|