Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $342K | Hold |
1,089
| – | – | 0.18% | 76 |
|
|
2024
Q2 | $324K | Hold |
1,089
| – | – | 0.19% | 79 |
|
|
2024
Q1 | $314K | Hold |
1,089
| – | – | 0.19% | 76 |
|
|
2023
Q4 | $286K | Hold |
1,089
| – | – | 0.19% | 75 |
|
|
2023
Q3 | $256K | Hold |
1,089
| – | – | 0.19% | 76 |
|
|
2023
Q2 | $265K | Hold |
1,089
| – | – | 0.2% | 74 |
|
|
2023
Q1 | $245K | Hold |
1,089
| – | – | 0.2% | 79 |
|
|
2022
Q4 | $229K | Hold |
1,089
| – | – | 0.2% | 75 |
|
|
2022
Q3 | $215K | Hold |
1,089
| – | – | 0.2% | 78 |
|
|
2022
Q2 | $226K | Hold |
1,089
| – | – | 0.21% | 78 |
|
|
2022
Q1 | $272K | Hold |
1,089
| – | – | 0.22% | 77 |
|
|
2021
Q4 | $288K | Buy |
+1,089
| New | +$288K | 0.23% | 71 |
|