SFG
StrategIQ Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.64M | Sell |
29,125
-2,255
| -7% | -$591K | 0.86% | 30 |
|
|
2023
Q3 | $7.37M | Sell |
31,380
-633
| -2% | -$149K | 0.85% | 33 |
|
|
2023
Q2 | $7.8M | Hold |
32,013
| – | – | 0.89% | 32 |
|
|
2023
Q1 | $7.21M | Sell |
32,013
-12,272
| -28% | -$2.76M | 0.83% | 33 |
|
|
2022
Q4 | $9.32M | Hold |
44,285
| – | – | 1.08% | 25 |
|
|
2022
Q3 | $8.74M | Hold |
44,285
| – | – | 1.11% | 22 |
|
|
2022
Q2 | $9.2M | Hold |
44,285
| – | – | 1.12% | 22 |
|
|
2022
Q1 | $11.1M | Hold |
44,285
| – | – | 1.2% | 20 |
|
|
2021
Q4 | $11.7M | Buy |
+44,285
| New | +$11.7M | 1.17% | 22 |
|
|
2020
Q2 | – | Sell |
-1,605
| Closed | -$227K | – | 190 |
|
|
2020
Q1 | $227K | Buy |
1,605
+4
| +0.2% | +$566 | 0.07% | 166 |
|
|
2019
Q4 | $286K | Buy |
1,601
+4
| +0.3% | +$715 | 0.07% | 171 |
|
|
2019
Q3 | $263K | Buy |
1,597
+4
| +0.3% | +$659 | 0.07% | 169 |
|
|
2019
Q2 | $259K | Buy |
1,593
+4
| +0.3% | +$650 | 0.08% | 171 |
|
|
2019
Q1 | $250K | Buy |
1,589
+3
| +0.2% | +$472 | 0.08% | 165 |
|
|
2018
Q4 | $220K | Sell |
1,586
-71
| -4% | -$9.85K | 0.08% | 166 |
|
|
2018
Q3 | $268K | Buy |
+1,657
| New | +$268K | 0.08% | 159 |
|