Zeke Capital Advisors’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 | $225K | Hold |
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2022
Q3 | $211K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $303K | Hold |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $203K | Buy |
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