Black Diamond Financial’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 | – | Sell |
-1,618
| Closed | -$496K | – | 150 |
|
|
2025
Q1 | $496K | Hold |
1,618
| – | – | 0.07% | 89 |
|
|
2024
Q4 | $521K | Hold |
1,618
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $509K | Hold |
1,618
| – | – | 0.09% | 81 |
|
|
2024
Q2 | $481K | Buy |
1,618
+794
| +96% | +$236K | 0.09% | 86 |
|
|
2024
Q1 | $216K | Hold |
824
| – | – | 0.06% | 105 |
|
|
2023
Q4 | $216K | Buy |
+824
| New | +$216K | 0.06% | 105 |
|