Acorn Financial Advisory Services’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 | $254K | Hold |
749
| – | – | 0.04% | 174 |
|
|
2025
Q1 | $230K | Hold |
749
| – | – | 0.04% | 169 |
|
|
2024
Q4 | $241K | Hold |
749
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $235K | Sell |
749
-44
| -6% | -$13.8K | 0.04% | 183 |
|
|
2024
Q2 | $236K | Hold |
793
| – | – | 0.04% | 184 |
|
|
2024
Q1 | $228K | Buy |
+793
| New | +$228K | 0.04% | 186 |
|