WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.6K | Hold |
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|
2024
Q3 | $18.1K | Sell |
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|
2024
Q2 | $56.7K | Sell |
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|
2024
Q1 | $60.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $71.3K | Buy |
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|
2023
Q2 | $62.3K | Buy |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $4.07K | Hold |
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|
2022
Q3 | $3.8K | Hold |
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|
2022
Q2 | $3.99K | Hold |
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|
2022
Q1 | $4.79K | Buy |
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