Avion Wealth’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 | $44K | Hold |
130
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $41K | Hold |
130
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $41K | Hold |
130
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $40K | Hold |
130
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $38K | Hold |
130
| – | – | 0.01% | 178 |
|
|
2024
Q1 | $38K | Hold |
130
| – | – | 0.01% | 179 |
|
|
2023
Q4 | $34K | Hold |
130
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $30K | Hold |
130
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $31K | Hold |
130
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $27K | Hold |
130
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $25K | Hold |
130
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $26K | Buy |
130
+14
| +12% | +$2.8K | 0.01% | 194 |
|
|
2022
Q2 | $24K | Buy |
+116
| New | +$24K | 0.01% | 191 |
|