Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,685
| Closed | -$776K | – | 219 |
|
|
2022
Q4 | $776K | Buy |
3,685
+1,397
| +61% | +$294K | 0.4% | 66 |
|
|
2022
Q3 | $451K | Buy |
2,288
+208
| +10% | +$41K | 0.28% | 98 |
|
|
2022
Q2 | $432K | Buy |
2,080
+360
| +21% | +$74.8K | 0.22% | 109 |
|
|
2022
Q1 | $430K | Sell |
1,720
-134
| -7% | -$33.5K | 0.24% | 114 |
|
|
2021
Q4 | $490K | Hold |
1,854
| – | – | 0.22% | 104 |
|
|
2021
Q3 | $448K | Buy |
1,854
+117
| +7% | +$28.3K | 0.21% | 117 |
|
|
2021
Q2 | $420K | Buy |
1,737
+50
| +3% | +$12.1K | 0.23% | 119 |
|
|
2021
Q1 | $378K | Hold |
1,687
| – | – | 0.22% | 111 |
|
|
2020
Q4 | $357K | Hold |
1,687
| – | – | 0.25% | 100 |
|
|
2020
Q3 | $316K | Hold |
1,687
| – | – | 0.28% | 92 |
|
|
2020
Q2 | $290K | Sell |
1,687
-185
| -10% | -$31.8K | 0.27% | 101 |
|
|
2020
Q1 | $265K | Sell |
1,872
-495
| -21% | -$70.1K | 0.41% | 80 |
|
|
2019
Q4 | $422K | Buy |
+2,367
| New | +$422K | 0.32% | 71 |
|