ARQ 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 | $433K | Hold |
1,412
| – | – | 0.15% | 77 |
|
2025
Q1 | $433K | Hold |
1,412
| – | – | 0.16% | 72 |
|
2024
Q4 | $455K | Hold |
1,412
| – | – | 0.17% | 73 |
|
2024
Q3 | $436K | Hold |
1,412
| – | – | 0.17% | 68 |
|
2024
Q2 | $420K | Buy |
1,412
+30
| +2% | +$8.93K | 0.18% | 60 |
|
2024
Q1 | $398K | Buy |
+1,382
| New | +$398K | 0.17% | 65 |
|