Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.91M | Sell |
|
|||||
|
2022
Q4 | $1.79M | Buy |
|
|||||
|
2022
Q3 | $1.73M | Sell |
|
|||||
|
2022
Q2 | $1.71M | Sell |
|
|||||
|
2022
Q1 | $2.35M | Buy |
|
|||||
|
2021
Q4 | $2.48M | Buy |
|
|||||
|
2021
Q3 | $2.17M | Buy |
|
|||||
|
2021
Q2 | $2.21M | Buy |
|
|||||
|
2021
Q1 | $1.84M | Buy |
|
|||||
|
2020
Q4 | $1.34M | Buy |
|
|||||
|
2020
Q3 | $1.18M | Sell |
|
|||||
|
2020
Q2 | $1.17M | Buy |
|