BIP Wealth’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 | $610K | Sell |
1,797
-28
| -2% | -$9.51K | 0.04% | 136 |
|
|
2025
Q1 | $560K | Sell |
1,825
-449
| -20% | -$138K | 0.04% | 139 |
|
|
2024
Q4 | $733K | Sell |
2,274
-69
| -3% | -$22.2K | 0.05% | 124 |
|
|
2024
Q3 | $737K | Sell |
2,343
-123
| -5% | -$38.7K | 0.05% | 108 |
|
|
2024
Q2 | $734K | Hold |
2,466
| – | – | 0.06% | 94 |
|
|
2024
Q1 | $710K | Buy |
2,466
+533
| +28% | +$154K | 0.05% | 107 |
|
|
2023
Q4 | $507K | Hold |
1,933
| – | – | 0.04% | 117 |
|
|
2023
Q3 | $454K | Hold |
1,933
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $471K | Sell |
1,933
-430
| -18% | -$105K | 0.04% | 112 |
|
|
2023
Q1 | $532K | Buy |
+2,363
| New | +$532K | 0.06% | 104 |
|