Axxcess Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
4,764
+908
| +24% | +$308K | 0.04% | 323 |
|
|
2025
Q1 | $1.18M | Sell |
3,856
-71
| -2% | -$21.8K | 0.03% | 349 |
|
|
2024
Q4 | $1.27M | Buy |
3,927
+27
| +0.7% | +$8.7K | 0.03% | 357 |
|
|
2024
Q3 | $1.23M | Buy |
3,900
+150
| +4% | +$47.2K | 0.03% | 347 |
|
|
2024
Q2 | $1.12M | Sell |
3,750
-209
| -5% | -$62.2K | 0.03% | 352 |
|
|
2024
Q1 | $1.14M | Buy |
3,959
+177
| +5% | +$51K | 0.03% | 345 |
|
|
2023
Q4 | $992K | Buy |
3,782
+160
| +4% | +$42K | 0.03% | 353 |
|
|
2023
Q3 | $851K | Buy |
3,622
+2,736
| +309% | +$643K | 0.03% | 348 |
|
|
2023
Q2 | $216K | Buy |
+886
| New | +$216K | 0.02% | 532 |
|
|
2022
Q2 | – | Sell |
-1,449
| Closed | -$362K | – | 594 |
|
|
2022
Q1 | $362K | Buy |
+1,449
| New | +$362K | 0.03% | 425 |
|