Symphony Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,112
| Closed | -$268K | – | 177 |
|
|
2023
Q2 | $268K | Buy |
1,112
+2
| +0.2% | +$482 | 0.07% | 161 |
|
|
2023
Q1 | $246K | Buy |
1,110
+3
| +0.3% | +$666 | 0.06% | 187 |
|
|
2022
Q4 | $234K | Sell |
1,107
-550
| -33% | -$116K | 0.06% | 183 |
|
|
2022
Q3 | $332K | Sell |
1,657
-10
| -0.6% | -$2K | 0.11% | 160 |
|
|
2022
Q2 | $350K | Sell |
1,667
-3,020
| -64% | -$634K | 0.1% | 148 |
|
|
2022
Q1 | $1.16M | Sell |
4,687
-28,028
| -86% | -$6.95M | 0.27% | 75 |
|
|
2021
Q4 | $8.71M | Buy |
+32,715
| New | +$8.71M | 2.42% | 12 |
|