360 Financial’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 | $225K | Hold |
664
| – | – | 0.07% | 76 |
|
|
2025
Q1 | $204K | Sell |
664
-65
| -9% | -$19.9K | 0.07% | 73 |
|
|
2024
Q4 | $235K | Sell |
729
-48
| -6% | -$15.5K | 0.08% | 69 |
|
|
2024
Q3 | $244K | Hold |
777
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $231K | Hold |
777
| – | – | 0.09% | 77 |
|
|
2024
Q1 | $224K | Hold |
777
| – | – | 0.09% | 77 |
|
|
2023
Q4 | $204K | Buy |
+777
| New | +$204K | 0.09% | 76 |
|