1900 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
54,197
+1,848
| +4% | +$628K | 1.39% | 14 |
|
|
2025
Q1 | $16.1M | Hold |
52,349
| – | – | 1.34% | 13 |
|
|
2024
Q4 | $16.9M | Sell |
52,349
-9
| -0% | -$2.9K | 1.42% | 12 |
|
|
2024
Q3 | $16.5M | Buy |
52,358
+2,550
| +5% | +$802K | 1.41% | 13 |
|
|
2024
Q2 | $14.8M | Sell |
49,808
-37
| -0.1% | -$11K | 1.39% | 14 |
|
|
2024
Q1 | $14.4M | Sell |
49,845
-16,584
| -25% | -$4.78M | 1.31% | 16 |
|
|
2023
Q4 | $17.4M | Buy |
66,429
+7,419
| +13% | +$1.95M | 1.6% | 15 |
|
|
2023
Q3 | $13.9M | Buy |
+59,010
| New | +$13.9M | 1.38% | 16 |
|
|
2022
Q1 | – | Sell |
-26,984
| Closed | -$7.14M | – | 252 |
|
|
2021
Q4 | $7.14M | Hold |
26,984
| – | – | 0.65% | 37 |
|
|
2021
Q3 | $6.52M | Buy |
26,984
+6,956
| +35% | +$1.68M | 0.63% | 35 |
|
|
2021
Q2 | $4.85M | Buy |
20,028
+248
| +1% | +$60K | 0.46% | 49 |
|
|
2021
Q1 | $4.43K | Buy |
19,780
+86
| +0.4% | +$19 | 0.33% | 47 |
|
|
2020
Q4 | $4.17M | Buy |
+19,694
| New | +$4.17M | 0.49% | 44 |
|