Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $71.5K | Hold |
222
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $69.8K | Hold |
222
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $66.1K | Hold |
222
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $63.9K | Hold |
222
| – | – | 0.01% | 267 |
|
|
2023
Q4 | $58.2K | Hold |
222
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $52.2K | Hold |
222
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $54.1K | Hold |
222
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $50K | Hold |
222
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $46.7K | Hold |
222
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $44K | Hold |
222
| – | – | 0.01% | 300 |
|
|
2022
Q2 | $46K | Hold |
222
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $56K | Buy |
222
+67
| +43% | +$16.9K | 0.01% | 266 |
|
|
2021
Q4 | $41K | Hold |
155
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $37K | Hold |
155
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $38K | Sell |
155
-64
| -29% | -$15.7K | 0.01% | 311 |
|
|
2021
Q1 | $35 | Buy |
219
+64
| +41% | +$10 | 0.01% | 325 |
|
|
2020
Q4 | $33K | Sell |
155
-155
| -50% | -$33K | 0.01% | 306 |
|
|
2020
Q3 | $58K | Buy |
310
+155
| +100% | +$29K | 0.02% | 216 |
|
|
2020
Q2 | $27K | Hold |
155
| – | – | 0.01% | 312 |
|
|
2020
Q1 | $22K | Hold |
155
| – | – | 0.01% | 315 |
|
|
2019
Q4 | $28K | Buy |
+155
| New | +$28K | 0.01% | 321 |
|