WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.6K | Hold |
58
| – | – | 0.01% | 481 |
|
|
2024
Q3 | $18.1K | Sell |
58
-133
| -70% | -$41.6K | 0.01% | 508 |
|
|
2024
Q2 | $56.7K | Sell |
191
-18
| -9% | -$5.35K | 0.02% | 314 |
|
|
2024
Q1 | $60.1K | Buy |
+209
| New | +$60.1K | 0.02% | 308 |
|
|
2023
Q4 | – | Sell |
-303
| Closed | -$71.3K | – | 526 |
|
|
2023
Q3 | $71.3K | Buy |
303
+48
| +19% | +$11.3K | 0.03% | 281 |
|
|
2023
Q2 | $62.3K | Buy |
255
+149
| +141% | +$36.4K | 0.02% | 291 |
|
|
2023
Q1 | $24K | Buy |
106
+87
| +458% | +$19.7K | 0.01% | 404 |
|
|
2022
Q4 | $4.07K | Hold |
19
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $3.8K | Hold |
19
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $3.99K | Hold |
19
| – | – | ﹤0.01% | 361 |
|
|
2022
Q1 | $4.79K | Buy |
+19
| New | +$4.79K | ﹤0.01% | 361 |
|