RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $148K | Hold |
750
| – | – | 0.02% | 77 |
|
|
2022
Q2 | $156K | Hold |
750
| – | – | 0.03% | 83 |
|
|
2022
Q1 | $188K | Hold |
750
| – | – | 0.03% | 80 |
|
|
2021
Q4 | $198K | Buy |
+750
| New | +$198K | 0.03% | 92 |
|
|
2017
Q2 | – | Sell |
-4,980
| Closed | -$654K | – | 101 |
|
|
2017
Q1 | $654K | Sell |
4,980
-108
| -2% | -$14.2K | 0.44% | 31 |
|
|
2016
Q4 | $633K | Sell |
5,088
-9
| -0.2% | -$1.12K | 0.36% | 38 |
|
|
2016
Q3 | $614K | Buy |
+5,097
| New | +$614K | 0.38% | 38 |
|