Sound Income Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23
| Closed | -$7.41K | – | 1597 |
|
|
2024
Q4 | $7.41K | Sell |
23
-72
| -76% | -$23.2K | ﹤0.01% | 910 |
|
|
2024
Q3 | $29.9K | Buy |
95
+67
| +239% | +$21.1K | ﹤0.01% | 554 |
|
|
2024
Q2 | $8.33K | Sell |
28
-9
| -24% | -$2.68K | ﹤0.01% | 809 |
|
|
2024
Q1 | $10.7K | Sell |
37
-53
| -59% | -$15.3K | ﹤0.01% | 738 |
|
|
2023
Q4 | $23.6K | Buy |
+90
| New | +$23.6K | ﹤0.01% | 562 |
|
|
2023
Q3 | – | Sell |
-164
| Closed | -$40K | – | 1203 |
|
|
2023
Q2 | $40K | Buy |
164
+126
| +332% | +$30.7K | ﹤0.01% | 326 |
|
|
2023
Q1 | $8.56K | Buy |
+38
| New | +$8.56K | ﹤0.01% | 597 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$9K | – | 932 |
|
|
2022
Q2 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 485 |
|
|
2020
Q4 | – | Sell |
-700
| Closed | -$131K | – | 893 |
|
|
2020
Q3 | $131K | Buy |
+700
| New | +$131K | 0.04% | 112 |
|