WealthSource Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.64M | Buy |
32,945
+11,152
| +51% | +$2.92M | 0.56% | 34 |
|
|
2023
Q3 | $5.12M | Buy |
21,793
+2,039
| +10% | +$479K | 0.35% | 46 |
|
|
2023
Q2 | $4.81M | Sell |
19,754
-180
| -0.9% | -$43.9K | 0.32% | 49 |
|
|
2023
Q1 | $4.49M | Buy |
19,934
+1,376
| +7% | +$310K | 0.3% | 49 |
|
|
2022
Q4 | $3.91M | Sell |
18,558
-2,958
| -14% | -$623K | 0.28% | 60 |
|
|
2022
Q3 | $4.25M | Buy |
21,516
+4,721
| +28% | +$932K | 0.31% | 53 |
|
|
2022
Q2 | $3.49M | Buy |
16,795
+11,307
| +206% | +$2.35M | 0.26% | 68 |
|
|
2022
Q1 | $1.37M | Buy |
5,488
+513
| +10% | +$128K | 0.09% | 170 |
|
|
2021
Q4 | $1.32M | Hold |
4,975
| – | – | 0.11% | 149 |
|
|
2021
Q3 | $1.2M | Sell |
4,975
-238
| -5% | -$57.6K | 0.11% | 148 |
|
|
2021
Q2 | $1.26M | Buy |
+5,213
| New | +$1.26M | 0.11% | 139 |
|