Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $147K | Hold |
746
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $155K | Buy |
746
+233
| +45% | +$48.4K | 0.04% | 147 |
|
|
2022
Q1 | $128K | Hold |
513
| – | – | 0.03% | 149 |
|
|
2021
Q4 | $136K | Buy |
+513
| New | +$136K | 0.03% | 136 |
|
|
2019
Q1 | – | Sell |
-2,060
| Closed | -$286K | – | 130 |
|
|
2018
Q4 | $286K | Buy |
+2,060
| New | +$286K | 0.23% | 89 |
|