Strategic Wealth Partners Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.41M | Sell |
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|
2023
Q4 | $6.87M | Sell |
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|
2023
Q3 | $6.22M | Buy |
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|
2023
Q2 | $6.42M | Buy |
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|
2023
Q1 | $5.79M | Buy |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.07M | Sell |
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|
2022
Q2 | $4.68M | Sell |
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|
2022
Q1 | $7.09M | Buy |
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|
2021
Q4 | $6.19M | Buy |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q1 | $5.32M | Sell |
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|
2020
Q4 | $5.14M | Sell |
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|
2020
Q3 | $5.09M | Sell |
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|
2020
Q2 | $4.82M | Sell |
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|
2020
Q1 | $3.98M | Sell |
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|
2019
Q4 | $5.16M | Buy |
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|
2019
Q3 | $4.63M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.03K | Hold |
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|
2018
Q2 | $2.85K | Hold |
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|
2018
Q1 | $2.75K | Sell |
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|
2017
Q4 | $2.8M | Sell |
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|
2017
Q3 | $2.78M | Buy |
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|
2017
Q2 | $2.62M | Buy |
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|
2017
Q1 | $2.52M | Sell |
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|
2016
Q4 | $2.4M | Hold |
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|
2016
Q3 | $2.32M | Buy |
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|
2016
Q2 | $1.32M | Buy |
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