Abound 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 | $278K | Buy |
820
+1
| +0.1% | +$340 | 0.08% | 57 |
|
|
2025
Q1 | $251K | Buy |
819
+1
| +0.1% | +$307 | 0.08% | 59 |
|
|
2024
Q4 | $264K | Sell |
818
-1
| -0.1% | -$322 | 0.08% | 56 |
|
|
2024
Q3 | $257K | Hold |
819
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $244K | Hold |
819
| – | – | 0.09% | 52 |
|
|
2024
Q1 | $236K | Hold |
819
| – | – | 0.09% | 54 |
|
|
2023
Q4 | $215K | Hold |
819
| – | – | 0.09% | 56 |
|
|
2023
Q3 | $192K | Buy |
819
+298
| +57% | +$70K | 0.08% | 53 |
|
|
2023
Q2 | $127K | Buy |
521
+1
| +0.2% | +$244 | 0.05% | 66 |
|
|
2023
Q1 | $117K | Buy |
520
+2
| +0.4% | +$450 | 0.05% | 67 |
|
|
2022
Q4 | $109K | Buy |
518
+3
| +0.6% | +$631 | 0.05% | 62 |
|
|
2022
Q3 | $102K | Buy |
515
+2
| +0.4% | +$395 | 0.05% | 59 |
|
|
2022
Q2 | $107K | Buy |
513
+2
| +0.4% | +$415 | 0.06% | 48 |
|
|
2022
Q1 | $128K | Buy |
511
+1
| +0.2% | +$250 | 0.09% | 48 |
|
|
2021
Q4 | $135K | Buy |
+510
| New | +$135K | 0.11% | 44 |
|