Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.06M | Sell |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $903K | Hold |
|
|||||
|
2023
Q2 | $937K | Sell |
|
|||||
|
2023
Q1 | $867K | Buy |
|
|||||
|
2022
Q4 | $809K | Buy |
|
|||||
|
2022
Q3 | $755K | Hold |
|
|||||
|
2022
Q2 | $795K | Buy |
|
|||||
|
2022
Q1 | $955K | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q3 | $919K | Hold |
|
|||||
|
2021
Q2 | $921K | Buy |
|
|||||
|
2021
Q1 | $849K | Hold |
|
|||||
|
2020
Q4 | $804K | Buy |
|