Accretive Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $239K | Buy |
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