SBK 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $423K | Sell |
2,007
-246
| -11% | -$51.8K | 0.67% | 48 |
|
|
2022
Q3 | $445K | Sell |
2,253
-42
| -2% | -$8.3K | 0.68% | 46 |
|
|
2022
Q2 | $477K | Buy |
2,295
+1
| +0% | +$208 | 0.62% | 45 |
|
|
2022
Q1 | $574K | Buy |
2,294
+1
| +0% | +$250 | 0.57% | 41 |
|
|
2021
Q4 | $606K | Buy |
+2,293
| New | +$606K | 0.48% | 41 |
|