Strategic Wealth Management 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
2021
Q2
$654K Hold
2,700
0.24% 55
2021
Q1
$604K Hold
2,700
0.23% 60
2020
Q4
$572K Hold
2,700
0.25% 58
2020
Q3
$505K Buy
+2,700
New +$505K 0.25% 55