Accretive Wealth Partners’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 | $300K | Hold |
883
| – | – | 0.1% | 122 |
|
|
2025
Q1 | $271K | Sell |
883
-33
| -4% | -$10.1K | 0.1% | 130 |
|
|
2024
Q4 | $295K | Hold |
916
| – | – | 0.13% | 117 |
|
|
2024
Q3 | $288K | Hold |
916
| – | – | 0.12% | 120 |
|
|
2024
Q2 | $273K | Hold |
916
| – | – | 0.11% | 120 |
|
|
2024
Q1 | $258K | Hold |
916
| – | – | 0.11% | 124 |
|
|
2023
Q4 | $240K | Hold |
916
| – | – | 0.12% | 124 |
|
|
2023
Q3 | $215K | Hold |
916
| – | – | 0.13% | 115 |
|
|
2023
Q2 | $223K | Hold |
916
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $206K | Buy |
+916
| New | +$206K | 0.13% | 112 |
|
|
2022
Q2 | – | Sell |
-916
| Closed | -$229K | – | 111 |
|
|
2022
Q1 | $229K | Hold |
916
| – | – | 0.14% | 104 |
|
|
2021
Q4 | $242K | Hold |
916
| – | – | 0.15% | 102 |
|
|
2021
Q3 | $221K | Hold |
916
| – | – | 0.16% | 105 |
|
|
2021
Q2 | $222K | Sell |
916
-152
| -14% | -$36.8K | 0.16% | 102 |
|
|
2021
Q1 | $239K | Buy |
+1,068
| New | +$239K | 0.22% | 92 |
|