Triad Financial Advisors’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 | $957K | Sell |
4,076
-18
| -0.4% | -$4.23K | 0.34% | 34 |
|
|
2023
Q2 | $998K | Sell |
4,094
-6
| -0.1% | -$1.46K | 0.41% | 30 |
|
|
2023
Q1 | $923K | Sell |
4,100
-60
| -1% | -$13.5K | 0.4% | 31 |
|
|
2022
Q4 | $876K | Sell |
4,160
-67
| -2% | -$14.1K | 0.39% | 34 |
|
|
2022
Q3 | $834K | Sell |
4,227
-5
| -0.1% | -$987 | 0.45% | 30 |
|
|
2022
Q2 | $879K | Hold |
4,232
| – | – | 0.49% | 26 |
|
|
2022
Q1 | $1.06M | Sell |
4,232
-55
| -1% | -$13.8K | 0.57% | 25 |
|
|
2021
Q4 | $1.13M | Buy |
+4,287
| New | +$1.13M | 0.67% | 24 |
|