Steigerwald Gordon & Koch’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-800
| Closed | -$212K | – | 118 |
|
|
2021
Q4 | $212K | Buy |
+800
| New | +$212K | 0.03% | 120 |
|
|
2021
Q1 | – | Sell |
-1,385
| Closed | -$293K | – | 105 |
|
|
2020
Q4 | $293K | Hold |
1,385
| – | – | 0.06% | 86 |
|
|
2020
Q3 | $259K | Hold |
1,385
| – | – | 0.06% | 86 |
|
|
2020
Q2 | $238K | Buy |
+1,385
| New | +$238K | 0.06% | 86 |
|