BlueChip Wealth Advisors’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 | $276K | Hold |
812
| – | – | 0.12% | 139 |
|
|
2025
Q1 | $249K | Hold |
812
| – | – | 0.12% | 133 |
|
|
2024
Q4 | $262K | Hold |
812
| – | – | 0.15% | 112 |
|
|
2024
Q3 | $255K | Hold |
812
| – | – | 0.13% | 133 |
|
|
2024
Q2 | $242K | Hold |
812
| – | – | 0.14% | 125 |
|
|
2024
Q1 | $234K | Hold |
812
| – | – | 0.15% | 111 |
|
|
2023
Q4 | $213K | Buy |
+812
| New | +$213K | 0.15% | 111 |
|