Boston Family Office’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 | $246K | Hold |
725
| – | – | 0.02% | 259 |
|
2025
Q1 | $222K | Hold |
725
| – | – | 0.02% | 265 |
|
2024
Q4 | $234K | Hold |
725
| – | – | 0.02% | 255 |
|
2024
Q3 | $228K | Hold |
725
| – | – | 0.02% | 258 |
|
2024
Q2 | $216K | Hold |
725
| – | – | 0.02% | 252 |
|
2024
Q1 | $209K | Buy |
+725
| New | +$209K | 0.02% | 250 |
|
2022
Q2 | – | Sell |
-875
| Closed | -$219K | – | 280 |
|
2022
Q1 | $219K | Hold |
875
| – | – | 0.02% | 276 |
|
2021
Q4 | $231K | Hold |
875
| – | – | 0.02% | 267 |
|
2021
Q3 | $211K | Hold |
875
| – | – | 0.02% | 272 |
|
2021
Q2 | $212K | Buy |
+875
| New | +$212K | 0.02% | 266 |
|