Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
822
| – | – | 0.02% | 217 |
|
|
2025
Q1 | $252K | Hold |
822
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $265K | Hold |
822
| – | – | 0.02% | 220 |
|
|
2024
Q3 | $258K | Hold |
822
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $245K | Hold |
822
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $237K | Hold |
822
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $216K | Buy |
+822
| New | +$216K | 0.02% | 236 |
|
|
2023
Q3 | – | Sell |
-822
| Closed | -$200K | – | 257 |
|
|
2023
Q2 | $200K | Buy |
+822
| New | +$200K | 0.02% | 244 |
|