Sargent Bickham Lagudis’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
2022 Q4	$257K	Buy	1,222 +56	+5%	+$11.9K	0.02%	242
2022 Q3	$230K	Hold	1,166	–	–	0.02%	231
2022 Q2	$242K	Hold	1,166	–	–	0.02%	231
2022 Q1	$292K	Hold	1,166	–	–	0.02%	215
2021 Q4	$308K	Buy	1,166 +3	+0.3%	+$772	0.02%	205
2021 Q3	$281K	Hold	1,163	–	–	0.02%	214
2021 Q2	$282K	Hold	1,163	–	–	0.02%	218
2021 Q1	$260K	Hold	1,163	–	–	0.02%	217
2020 Q4	$246K	Hold	1,163	–	–	0.02%	208
2020 Q3	$218K	Sell	1,163 -72	-6%	-$13.3K	0.02%	203
2020 Q2	$212K	Hold	1,235	–	–	0.02%	199
2020 Q1	$175K	Hold	1,235	–	–	0.02%	204
2019 Q4	$220K	Hold	1,235	–	–	0.02%	193
2019 Q3	$203K	Hold	1,235	–	–	0.02%	190
2019 Q2	$201K	Hold	1,235	–	–	0.02%	203
2019 Q1	$194K	Hold	1,235	–	–	0.02%	211
2018 Q4	$171K	Hold	1,235	–	–	0.02%	215
2018 Q3	$200K	Hold	1,235	–	–	0.02%	204
2018 Q2	$188K	Sell	1,235 -292	-19%	-$44K	0.02%	207
2018 Q1	$224K	Sell	1,527 -348	-19%	-$52.9K	0.03%	195
2017 Q4	$279K	Sell	1,875 -54	-3%	-$7.82K	0.03%	186
2017 Q3	$270K	Buy	1,929 +85	+5%	+$11.7K	0.03%	184
2017 Q2	$249K	Hold	1,844	–	–	0.03%	189
2017 Q1	$242K	Sell	1,844 -60	-3%	-$7.77K	0.03%	194
2016 Q4	$237K	Sell	1,904 -697	-27%	-$84.8K	0.04%	183
2016 Q3	$313	Hold	2,601	–	–	0.05%	163
2016 Q2	$304K	Sell	2,601 -124	-5%	-$14.3K	0.05%	164
2016 Q1	$311K	Buy	+2,725	New	+$294K	0.05%	164