Aspect 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 | $238K | Hold |
702
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $215K | Hold |
702
| – | – | 0.12% | 71 |
|
|
2024
Q4 | $226K | Hold |
702
| – | – | 0.13% | 68 |
|
|
2024
Q3 | $221K | Hold |
702
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $209K | Hold |
702
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $202K | Hold |
702
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $184K | Buy |
+702
| New | +$184K | 0.12% | 69 |
|