Bay 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 | $97.5K | Buy |
+287
| New | +$97.5K | 0.03% | 88 |
|
|
2019
Q4 | – | Sell |
-257
| Closed | -$42K | – | 360 |
|
|
2019
Q3 | $42K | Buy |
257
+22
| +9% | +$3.6K | 0.03% | 168 |
|
|
2019
Q2 | $38K | Sell |
235
-53
| -18% | -$8.57K | 0.02% | 185 |
|
|
2019
Q1 | $45K | Sell |
288
-100
| -26% | -$15.6K | 0.03% | 169 |
|
|
2018
Q4 | $54K | Buy |
+388
| New | +$54K | 0.04% | 148 |
|