Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.91M | Sell |
8,487
-30
| -0.4% | -$6.76K | 0.74% | 36 |
|
|
2022
Q4 | $1.79M | Buy |
8,517
+416
| +5% | +$87.6K | 0.72% | 35 |
|
|
2022
Q3 | $1.73M | Sell |
8,101
-131
| -2% | -$27.9K | 0.69% | 34 |
|
|
2022
Q2 | $1.71M | Sell |
8,232
-1,176
| -13% | -$244K | 0.66% | 31 |
|
|
2022
Q1 | $2.35M | Buy |
9,408
+26
| +0.3% | +$6.5K | 0.77% | 32 |
|
|
2021
Q4 | $2.48M | Buy |
9,382
+396
| +4% | +$105K | 0.98% | 27 |
|
|
2021
Q3 | $2.17M | Buy |
8,986
+128
| +1% | +$30.9K | 0.64% | 33 |
|
|
2021
Q2 | $2.21M | Buy |
8,858
+648
| +8% | +$162K | 0.64% | 33 |
|
|
2021
Q1 | $1.84M | Buy |
8,210
+1,885
| +30% | +$422K | 0.61% | 33 |
|
|
2020
Q4 | $1.34M | Buy |
6,325
+20
| +0.3% | +$4.24K | 0.51% | 35 |
|
|
2020
Q3 | $1.18M | Sell |
6,305
-536
| -8% | -$100K | 0.43% | 36 |
|
|
2020
Q2 | $1.17M | Buy |
+6,841
| New | +$1.17M | 0.23% | 32 |
|