Transcendent Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73
| Closed | -$23.4K | – | 249 |
|
|
2024
Q4 | $23.4K | Hold |
73
| – | – | 0.01% | 265 |
|
|
2024
Q3 | $22.8K | Sell |
73
-24
| -25% | -$7.51K | 0.01% | 281 |
|
|
2024
Q2 | $29K | Buy |
97
+42
| +76% | +$12.6K | 0.02% | 238 |
|
|
2024
Q1 | $15.9K | Hold |
55
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $14.5K | Buy |
+55
| New | +$14.5K | 0.01% | 238 |
|