AllSquare 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 | $22.4K | Hold |
66
| – | – | 0.01% | 306 |
|
|
2025
Q1 | $20.2K | Hold |
66
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $21.3K | Hold |
66
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $20.8K | Hold |
66
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $19.6K | Hold |
66
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $19K | Hold |
66
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $17.3K | Hold |
66
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $15.5K | Hold |
66
| – | – | 0.01% | 321 |
|
|
2023
Q2 | $15.2K | Hold |
66
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $14.9K | Hold |
66
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $13.9K | Hold |
66
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $13K | Hold |
66
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $14K | Hold |
66
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $17K | Hold |
66
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $17K | Hold |
66
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $16K | Hold |
66
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $16K | Hold |
66
| – | – | 0.01% | 346 |
|
|
2021
Q1 | $15K | Hold |
66
| – | – | 0.01% | 344 |
|
|
2020
Q4 | $14K | Hold |
66
| – | – | 0.01% | 320 |
|
|
2020
Q3 | $12K | Hold |
66
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $11K | Hold |
66
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $9K | Hold |
66
| – | – | 0.01% | 318 |
|
|
2019
Q4 | $12K | Hold |
66
| – | – | 0.01% | 307 |
|
|
2019
Q3 | $11K | Hold |
66
| – | – | 0.01% | 310 |
|
|
2019
Q2 | $11K | Hold |
66
| – | – | 0.01% | 325 |
|
|
2019
Q1 | $10K | Hold |
66
| – | – | 0.01% | 328 |
|
|
2018
Q4 | $9K | Hold |
66
| – | – | 0.01% | 326 |
|
|
2018
Q3 | $11K | Hold |
66
| – | – | 0.01% | 333 |
|
|
2018
Q2 | $10K | Hold |
66
| – | – | 0.01% | 339 |
|
|
2018
Q1 | $10K | Hold |
66
| – | – | 0.01% | 277 |
|
|
2017
Q4 | $10K | Hold |
66
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $9K | Buy |
+66
| New | +$9K | 0.01% | 270 |
|
|
2017
Q2 | – | Sell |
-66
| Closed | -$9K | – | 285 |
|
|
2017
Q1 | $9K | Hold |
66
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $8K | Buy |
+66
| New | +$8K | 0.01% | 241 |
|