YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $711K | Hold |
3,379
| – | – | 0.18% | 104 |
|
|
2022
Q3 | $667K | Hold |
3,379
| – | – | 0.17% | 104 |
|
|
2022
Q2 | $702K | Buy |
3,379
+5
| +0.1% | +$1.13K | 0.18% | 101 |
|
|
2022
Q1 | $844K | Hold |
3,374
| – | – | 0.19% | 96 |
|
|
2021
Q4 | $892K | Hold |
3,374
| – | – | 0.2% | 90 |
|
|
2021
Q3 | $816K | Buy |
3,374
+3
| +0.1% | +$746 | 0.21% | 92 |
|
|
2021
Q2 | $816K | Hold |
3,371
| – | – | 0.21% | 89 |
|
|
2021
Q1 | $755K | Hold |
3,371
| – | – | 0.22% | 85 |
|
|
2020
Q4 | $714K | Buy |
3,371
+516
| +18% | +$103K | 0.24% | 85 |
|
|
2020
Q3 | $534K | Buy |
2,855
+30
| +1% | +$5.54K | 0.22% | 90 |
|
|
2020
Q2 | $485K | Buy |
2,825
+40
| +1% | +$6.47K | 0.22% | 92 |
|
|
2020
Q1 | $394K | Buy |
2,785
+21
| +0.8% | +$3.55K | 0.24% | 95 |
|
|
2019
Q4 | $493K | Hold |
2,764
| – | – | 0.23% | 105 |
|
|
2019
Q3 | $455K | Hold |
2,764
| – | – | 0.23% | 104 |
|
|
2019
Q2 | $450K | Hold |
2,764
| – | – | 0.2% | 103 |
|
|
2019
Q1 | $435K | Sell |
2,764
-1,356
| -33% | -$205K | 0.2% | 104 |
|
|
2018
Q4 | $571K | Buy |
4,120
+1,243
| +43% | +$186K | 0.3% | 83 |
|
|
2018
Q3 | $467K | Sell |
2,877
-5
| -0.2% | -$794 | 0.21% | 106 |
|
|
2018
Q2 | $438K | Hold |
2,882
| – | – | 0.19% | 110 |
|
|
2018
Q1 | $427K | Hold |
2,882
| – | – | 0.2% | 105 |
|
|
2017
Q4 | $424K | Hold |
2,882
| – | – | 0.2% | 107 |
|
|
2017
Q3 | $403K | Sell |
2,882
-125
| -4% | -$17.2K | 0.21% | 102 |
|
|
2017
Q2 | $408K | Hold |
3,007
| – | – | 0.22% | 99 |
|
|
2017
Q1 | $400K | Sell |
3,007
-400
| -12% | -$51.8K | 0.21% | 101 |
|
|
2016
Q4 | $421K | Buy |
+3,407
| New | +$414K | 0.25% | 91 |
|
Other funds holding IWB
