WestHill Financial 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
Q4 | – | Sell |
-116
| Closed | -$27.3K | – | 92 |
|
|
2023
Q3 | $27.3K | Hold |
116
| – | – | 0.01% | 91 |
|
|
2023
Q2 | $28.3K | Hold |
116
| – | – | 0.01% | 90 |
|
|
2023
Q1 | $26.1K | Hold |
116
| – | – | 0.01% | 87 |
|
|
2022
Q4 | $24.4K | Hold |
116
| – | – | 0.01% | 95 |
|
|
2022
Q3 | $23K | Hold |
116
| – | – | 0.01% | 88 |
|
|
2022
Q2 | $24K | Hold |
116
| – | – | 0.01% | 90 |
|
|
2022
Q1 | $29K | Hold |
116
| – | – | 0.01% | 96 |
|
|
2021
Q4 | $31K | Hold |
116
| – | – | 0.01% | 98 |
|
|
2021
Q3 | $28K | Buy |
+116
| New | +$28K | 0.01% | 84 |
|
|
2021
Q1 | $26K | Hold |
116
| – | – | 0.01% | 73 |
|
|
2020
Q4 | $25K | Buy |
+116
| New | +$25K | 0.01% | 73 |
|