Stokes Family Office’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
Q4 | – | Sell |
-3,090
| Closed | -$726K | – | 275 |
|
|
2023
Q3 | $726K | Buy |
3,090
+28
| +0.9% | +$6.58K | 0.09% | 153 |
|
|
2023
Q2 | $746K | Buy |
3,062
+205
| +7% | +$50K | 0.09% | 145 |
|
|
2023
Q1 | $643K | Buy |
2,857
+784
| +38% | +$177K | 0.08% | 147 |
|
|
2022
Q4 | $436K | Sell |
2,073
-37
| -2% | -$7.79K | 0.06% | 179 |
|
|
2022
Q3 | $416K | Sell |
2,110
-1,236
| -37% | -$244K | 0.06% | 176 |
|
|
2022
Q2 | $695K | Buy |
3,346
+2,412
| +258% | +$501K | 0.09% | 133 |
|
|
2022
Q1 | $234K | Buy |
+934
| New | +$234K | 0.03% | 230 |
|