Sensible Financial Planning & Management’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
2024
Q4
Sell
-1,608
Closed -$506K 40
2024
Q3
$506K Buy
+1,608
New +$506K 0.1% 38
2022
Q4
Sell
-1,823
Closed -$360K 39
2022
Q3
$360K Hold
1,823
0.09% 35
2022
Q2
$379K Buy
+1,823
New +$379K 0.1% 41