WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $15.6M | Sell |
69,573
-776
| -1% | -$174K | 5.43% | 4 |
|
|
2020
Q4 | $14.9M | Buy |
70,349
+2,686
| +4% | +$569K | 5.29% | 4 |
|
|
2020
Q3 | $12.7M | Sell |
67,663
-12,650
| -16% | -$2.37M | 5.78% | 4 |
|
|
2020
Q2 | $13.8M | Sell |
80,313
-6,917
| -8% | -$1.19M | 6.58% | 5 |
|
|
2020
Q1 | $12.3M | Sell |
87,230
-1,343
| -2% | -$190K | 12.41% | 3 |
|
|
2019
Q4 | $15.8M | Sell |
88,573
-8,199
| -8% | -$1.46M | 9.34% | 4 |
|
|
2019
Q3 | $15.9M | Buy |
+96,772
| New | +$15.9M | 8.46% | 4 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3 |
|