Traverso Chambers Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $202K | Buy |
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