V Wealth 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 | $299K | Sell |
1,275
-322
| -20% | -$75.6K | 0.24% | 83 |
|
|
2023
Q2 | $389K | Buy |
1,597
+4
| +0.3% | +$975 | 0.06% | 234 |
|
|
2023
Q1 | $359K | Buy |
1,593
+4
| +0.3% | +$901 | 0.07% | 250 |
|
|
2022
Q4 | $334K | Buy |
1,589
+306
| +24% | +$64.4K | 0.07% | 258 |
|
|
2022
Q3 | $254K | Buy |
+1,283
| New | +$254K | 0.05% | 314 |
|
|
2017
Q3 | – | Sell |
-260
| Closed | -$36K | – | 456 |
|
|
2017
Q2 | $36K | Buy |
+260
| New | +$36K | 0.02% | 362 |
|