SFA
Source Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.16M | Buy |
3,693
+9
| +0.2% | +$2.83K | 0.34% | 39 |
|
|
2024
Q2 | $1.1M | Buy |
3,684
+6
| +0.2% | +$1.79K | 0.34% | 41 |
|
|
2024
Q1 | $1.06M | Buy |
3,678
+8
| +0.2% | +$2.3K | 0.32% | 40 |
|
|
2023
Q4 | $962K | Buy |
3,670
+21
| +0.6% | +$5.51K | 0.3% | 50 |
|
|
2023
Q3 | $857K | Hold |
3,649
| – | – | 0.29% | 55 |
|
|
2023
Q2 | $889K | Sell |
3,649
-555
| -13% | -$135K | 0.29% | 53 |
|
|
2023
Q1 | $947K | Buy |
4,204
+12
| +0.3% | +$2.7K | 0.32% | 51 |
|
|
2022
Q4 | $882K | Buy |
4,192
+1,609
| +62% | +$339K | 0.33% | 55 |
|
|
2022
Q3 | $510K | Buy |
2,583
+13
| +0.5% | +$2.57K | 0.2% | 75 |
|
|
2022
Q2 | $534K | Buy |
2,570
+7
| +0.3% | +$1.45K | 0.21% | 72 |
|
|
2022
Q1 | $641K | Sell |
2,563
-712
| -22% | -$178K | 0.19% | 69 |
|
|
2021
Q4 | $866K | Buy |
3,275
+10
| +0.3% | +$2.64K | 0.23% | 59 |
|
|
2021
Q3 | $789K | Sell |
3,265
-2,429
| -43% | -$587K | 0.2% | 58 |
|
|
2021
Q2 | $1.38M | Buy |
5,694
+13
| +0.2% | +$3.15K | 0.35% | 44 |
|
|
2021
Q1 | $1.27M | Buy |
5,681
+1,175
| +26% | +$263K | 0.34% | 46 |
|
|
2020
Q4 | $954K | Buy |
+4,506
| New | +$954K | 0.26% | 53 |
|