TIAM2
Tru Independence Asset Management 2’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-868
| Closed | -$230K | – | 119 |
|
|
2021
Q4 | $230K | Buy |
868
+5
| +0.6% | +$1.33K | 0.12% | 117 |
|
|
2021
Q3 | $209K | Sell |
863
-28
| -3% | -$6.78K | 0.15% | 96 |
|
|
2021
Q2 | $216K | Sell |
891
-140
| -14% | -$33.9K | 0.15% | 107 |
|
|
2021
Q1 | $231K | Buy |
1,031
+126
| +14% | +$28.2K | 0.18% | 98 |
|
|
2020
Q4 | $192K | Buy |
+905
| New | +$192K | 0.16% | 98 |
|