Rollins Financial’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
Q2 | – | Sell |
-1,503
| Closed | -$339K | – | 114 |
|
|
2023
Q1 | $339K | Hold |
1,503
| – | – | 0.11% | 80 |
|
|
2022
Q4 | $316K | Sell |
1,503
-100
| -6% | -$21.1K | 0.12% | 88 |
|
|
2022
Q3 | $316K | Buy |
+1,603
| New | +$316K | 0.12% | 77 |
|
|
2022
Q2 | – | Sell |
-955
| Closed | -$239K | – | 122 |
|
|
2022
Q1 | $239K | Sell |
955
-470
| -33% | -$118K | 0.07% | 104 |
|
|
2021
Q4 | $377K | Buy |
+1,425
| New | +$377K | 0.11% | 73 |
|