AWP
Abacus Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
1,221
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $375K | Hold |
1,221
| – | – | 0.06% | 56 |
|
|
2024
Q4 | $393K | Hold |
1,221
| – | – | 0.06% | 54 |
|
|
2024
Q3 | $384K | Hold |
1,221
| – | – | 0.06% | 59 |
|
|
2024
Q2 | $363K | Hold |
1,221
| – | – | 0.06% | 60 |
|
|
2024
Q1 | $352K | Hold |
1,221
| – | – | 0.06% | 59 |
|
|
2023
Q4 | $320K | Sell |
1,221
-14
| -1% | -$3.67K | 0.05% | 55 |
|
|
2023
Q3 | $290K | Hold |
1,235
| – | – | 0.09% | 58 |
|
|
2023
Q2 | $301K | Buy |
1,235
+14
| +1% | +$3.41K | 0.09% | 64 |
|
|
2023
Q1 | $276K | Hold |
1,221
| – | – | 0.09% | 67 |
|
|
2022
Q4 | $257K | Sell |
1,221
-112
| -8% | -$23.6K | 0.09% | 61 |
|
|
2022
Q3 | $263K | Hold |
1,333
| – | – | 0.14% | 55 |
|
|
2022
Q2 | $277K | Hold |
1,333
| – | – | 0.14% | 60 |
|
|
2022
Q1 | $333K | Sell |
1,333
-500
| -27% | -$125K | 0.15% | 55 |
|
|
2021
Q4 | $485K | Buy |
1,833
+112
| +7% | +$29.6K | 0.17% | 54 |
|
|
2021
Q3 | $416K | Hold |
1,721
| – | – | 0.15% | 52 |
|
|
2021
Q2 | $417K | Hold |
1,721
| – | – | 0.16% | 48 |
|
|
2021
Q1 | $385K | Sell |
1,721
-67
| -4% | -$15K | 0.27% | 49 |
|
|
2020
Q4 | $379K | Buy |
+1,788
| New | +$379K | 0.33% | 46 |
|