TCWP’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 |
-1,919
| Closed | -$468K | – | 142 |
|
|
2023
Q2 | $468K | Sell |
1,919
-28
| -1% | -$6.83K | 0.1% | 115 |
|
|
2023
Q1 | $439K | Buy |
1,947
+412
| +27% | +$92.8K | 0.08% | 150 |
|
|
2022
Q4 | $323K | Buy |
1,535
+269
| +21% | +$56.6K | 0.07% | 194 |
|
|
2022
Q3 | $249K | Buy |
+1,266
| New | +$249K | 0.05% | 237 |
|
|
2022
Q2 | – | Sell |
-1,115
| Closed | -$278K | – | 1002 |
|
|
2022
Q1 | $278K | Buy |
+1,115
| New | +$278K | 0.05% | 227 |
|