Arbor Wealth Advisors’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 | $482K | Hold |
1,419
| – | – | 0.39% | 36 |
|
|
2025
Q1 | $435K | Sell |
1,419
-153
| -10% | -$46.9K | 0.39% | 35 |
|
|
2024
Q4 | $506K | Sell |
1,572
-112
| -7% | -$36.1K | 0.45% | 31 |
|
|
2024
Q3 | $529K | Hold |
1,684
| – | – | 0.48% | 30 |
|
|
2024
Q2 | $501K | Hold |
1,684
| – | – | 0.49% | 30 |
|
|
2024
Q1 | $485K | Hold |
1,684
| – | – | 0.46% | 31 |
|
|
2023
Q4 | $442K | Buy |
+1,684
| New | +$442K | 0.45% | 33 |
|