Beirne Wealth Consulting Services’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 | $499K | Buy |
1,469
+435
| +42% | +$148K | 0.16% | 66 |
|
|
2025
Q1 | $317K | Sell |
1,034
-14
| -1% | -$4.3K | 0.11% | 76 |
|
|
2024
Q4 | $338K | Buy |
1,048
+2
| +0.2% | +$645 | 0.12% | 77 |
|
|
2024
Q3 | $329K | Sell |
1,046
-139
| -12% | -$43.7K | 0.12% | 76 |
|
|
2024
Q2 | $353K | Sell |
1,185
-131
| -10% | -$39K | 0.14% | 73 |
|
|
2024
Q1 | $379K | Buy |
1,316
+25
| +2% | +$7.2K | 0.16% | 68 |
|
|
2023
Q4 | $339K | Sell |
1,291
-453
| -26% | -$119K | 0.17% | 99 |
|
|
2023
Q3 | $425K | Hold |
1,744
| – | – | 0.34% | 59 |
|
|
2023
Q2 | $425K | Sell |
1,744
-68
| -4% | -$16.6K | 0.34% | 59 |
|
|
2023
Q1 | $408K | Sell |
1,812
-158
| -8% | -$35.6K | 0.29% | 67 |
|
|
2022
Q4 | $415K | Sell |
1,970
-554
| -22% | -$117K | 0.2% | 61 |
|
|
2022
Q3 | $498K | Buy |
+2,524
| New | +$498K | 0.19% | 60 |
|