Your Advocates Ltd’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 Q1	–	Sell	-13	Closed	-$3.41K	–	241
2023 Q4	$3.41K	Hold	13	–	–	﹤0.01%	155
2023 Q3	$3.05K	Sell	13 -56	-81%	-$13.7K	﹤0.01%	174
2023 Q2	$16.8K	Hold	69	–	–	0.01%	101
2023 Q1	$15.5K	Hold	69	–	–	0.01%	79
2022 Q4	$14.5K	Hold	69	–	–	0.01%	77
2022 Q3	$14K	Sell	69 -19	-22%	-$4.17K	0.01%	74
2022 Q2	$18K	Hold	88	–	–	0.01%	73
2022 Q1	$22K	Sell	88 -32	-27%	-$7.9K	0.01%	70
2021 Q4	$32K	Buy	120 +107	+823%	+$27.5K	0.02%	52
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	151
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	113
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	109
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	116
2020 Q3	$2K	Hold	13	–	–	﹤0.01%	124
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	123
2020 Q1	$2K	Buy	+13	New	+$2.2K	﹤0.01%	109