Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $9.94M | Sell |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $10M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $835K | Sell |
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|
2018
Q4 | $1.28M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $541K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.65M | Sell |
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|
2017
Q3 | $2.65M | Sell |
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|
2017
Q2 | $2.83M | Sell |
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|
2017
Q1 | $3.91M | Sell |
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|
2016
Q4 | $3.81M | Sell |
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|
2016
Q3 | $4.68M | Sell |
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|
2016
Q2 | $4.76M | Sell |
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|
2016
Q1 | $5.03M | Sell |
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|
2015
Q4 | $6.97M | Buy |
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|
2015
Q3 | $4.66M | Sell |
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|
2015
Q2 | $5.35M | Buy |
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