Blue Barn 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 | $1.84M | Sell |
5,409
-206
| -4% | -$70K | 0.87% | 28 |
|
|
2025
Q1 | $1.72M | Sell |
5,615
-531
| -9% | -$163K | 0.9% | 26 |
|
|
2024
Q4 | $1.98M | Sell |
6,146
-230
| -4% | -$74.1K | 1.04% | 25 |
|
|
2024
Q3 | $2M | Buy |
6,376
+10
| +0.2% | +$3.14K | 1.03% | 27 |
|
|
2024
Q2 | $1.89M | Sell |
6,366
-121
| -2% | -$36K | 1.05% | 28 |
|
|
2024
Q1 | $1.87M | Sell |
6,487
-145
| -2% | -$41.8K | 1.04% | 29 |
|
|
2023
Q4 | $1.74M | Buy |
6,632
+12
| +0.2% | +$3.15K | 1.03% | 28 |
|
|
2023
Q3 | $1.56M | Sell |
6,620
-12
| -0.2% | -$2.82K | 1.02% | 27 |
|
|
2023
Q2 | $1.62M | Sell |
6,632
-251
| -4% | -$61.2K | 1.05% | 27 |
|
|
2023
Q1 | $1.55M | Buy |
6,883
+8
| +0.1% | +$1.8K | 0.96% | 27 |
|
|
2022
Q4 | $1.45M | Sell |
6,875
-220
| -3% | -$46.3K | 0.95% | 27 |
|
|
2022
Q3 | $1.4M | Sell |
7,095
-464
| -6% | -$91.6K | 1% | 24 |
|
|
2022
Q2 | $1.57M | Sell |
7,559
-33
| -0.4% | -$6.85K | 1.2% | 20 |
|
|
2022
Q1 | $1.9M | Sell |
7,592
-425
| -5% | -$106K | 1.31% | 18 |
|
|
2021
Q4 | $2.12M | Sell |
8,017
-44
| -0.5% | -$11.6K | 1.43% | 17 |
|
|
2021
Q3 | $1.95M | Sell |
8,061
-302
| -4% | -$73K | 1.71% | 15 |
|
|
2021
Q2 | $2.03M | Buy |
+8,363
| New | +$2.03M | 2.08% | 14 |
|