ShankerValleau 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
Q2
Sell
-810
Closed -$203K 18
2022
Q1
$203K Hold
810
0.12% 17
2021
Q4
$214K Buy
+810
New +$214K 0.12% 15