Beaird Harris 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 | $211K | Sell |
620
-130
| -17% | -$44.1K | 0.02% | 127 |
|
|
2025
Q1 | $230K | Buy |
750
+158
| +27% | +$48.4K | 0.02% | 118 |
|
|
2024
Q4 | $191K | Sell |
592
-61
| -9% | -$19.7K | 0.02% | 131 |
|
|
2024
Q3 | $205K | Buy |
653
+1
| +0.2% | +$314 | 0.02% | 129 |
|
|
2024
Q2 | $194K | Sell |
652
-12
| -2% | -$3.57K | 0.02% | 124 |
|
|
2024
Q1 | $191K | Sell |
664
-107
| -14% | -$30.8K | 0.02% | 121 |
|
|
2023
Q4 | $202K | Sell |
771
-40
| -5% | -$10.5K | 0.02% | 107 |
|
|
2023
Q3 | $191K | Hold |
811
| – | – | 0.02% | 99 |
|
|
2023
Q2 | $198K | Buy |
811
+1
| +0.1% | +$244 | 0.02% | 99 |
|
|
2023
Q1 | $183K | Hold |
810
| – | – | 0.03% | 88 |
|
|
2022
Q4 | $170K | Buy |
810
+1
| +0.1% | +$210 | 0.03% | 95 |
|
|
2022
Q3 | $160K | Buy |
809
+2
| +0.2% | +$396 | 0.04% | 88 |
|
|
2022
Q2 | $168K | Sell |
807
-153
| -16% | -$31.9K | 0.05% | 71 |
|
|
2022
Q1 | $240K | Buy |
960
+1
| +0.1% | +$250 | 0.09% | 77 |
|
|
2021
Q4 | $254K | Buy |
+959
| New | +$254K | 0.09% | 100 |
|