WealthSource Partners’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 | $8.64M | Buy |
|
|||||
|
2023
Q3 | $5.12M | Buy |
|
|||||
|
2023
Q2 | $4.81M | Sell |
|
|||||
|
2023
Q1 | $4.49M | Buy |
|
|||||
|
2022
Q4 | $3.91M | Sell |
|
|||||
|
2022
Q3 | $4.25M | Buy |
|
|||||
|
2022
Q2 | $3.49M | Buy |
|
|||||
|
2022
Q1 | $1.37M | Buy |
|
|||||
|
2021
Q4 | $1.32M | Hold |
|
|||||
|
2021
Q3 | $1.2M | Sell |
|
|||||
|
2021
Q2 | $1.26M | Buy |
|