Source Financial Advisors’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
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $962K | Buy |
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|
2023
Q3 | $857K | Hold |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $947K | Buy |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $866K | Buy |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $954K | Buy |
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