Spotlight Asset Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $110K | Hold |
371
| – | – | 0.08% | 101 |
|
|
2024
Q1 | $107K | Sell |
371
-3
| -0.8% | -$864 | 0.08% | 104 |
|
|
2023
Q4 | $87.9K | Hold |
374
| – | – | 0.08% | 106 |
|
|
2023
Q3 | $87.9K | Hold |
374
| – | – | 0.08% | 106 |
|
|
2023
Q2 | $91.2K | Buy |
+374
| New | +$91.2K | 0.08% | 103 |
|
|
2021
Q3 | – | Sell |
-1,087
| Closed | -$263K | – | 125 |
|
|
2021
Q2 | $263K | Buy |
1,087
+150
| +16% | +$36.3K | 0.1% | 106 |
|
|
2021
Q1 | $210K | Sell |
937
-13
| -1% | -$2.91K | 0.08% | 122 |
|
|
2020
Q4 | $201K | Buy |
+950
| New | +$201K | 0.07% | 128 |
|