Brewster Financial Planning’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 | $40.7M | Buy |
119,766
+1,048
| +0.9% | +$356K | 27.44% | 1 |
|
|
2025
Q1 | $36.4M | Sell |
118,718
-1,356
| -1% | -$416K | 26.92% | 1 |
|
|
2024
Q4 | $38.7M | Sell |
120,074
-3,229
| -3% | -$1.04M | 29.3% | 1 |
|
|
2024
Q3 | $38.8M | Sell |
123,303
-568
| -0.5% | -$179K | 30.06% | 1 |
|
|
2024
Q2 | $36.9M | Sell |
123,871
-1,821
| -1% | -$542K | 31% | 1 |
|
|
2024
Q1 | $36.2M | Sell |
125,692
-3,149
| -2% | -$907K | 31.14% | 1 |
|
|
2023
Q4 | $33.8M | Buy |
128,841
+743
| +0.6% | +$195K | 30.56% | 1 |
|
|
2023
Q3 | $30.1M | Sell |
128,098
-2,372
| -2% | -$557K | 30.12% | 1 |
|
|
2023
Q2 | $31.8M | Sell |
130,470
-2,928
| -2% | -$714K | 30.72% | 1 |
|
|
2023
Q1 | $30M | Buy |
133,398
+531
| +0.4% | +$120K | 30.14% | 1 |
|
|
2022
Q4 | $28M | Buy |
132,867
+3,610
| +3% | +$760K | 29.64% | 1 |
|
|
2022
Q3 | $25.5M | Sell |
129,257
-37
| -0% | -$7.3K | 29.8% | 1 |
|
|
2022
Q2 | $26.9M | Sell |
129,294
-1,497
| -1% | -$311K | 29.83% | 1 |
|
|
2022
Q1 | $32.7M | Sell |
130,791
-990
| -0.8% | -$248K | 31.45% | 1 |
|
|
2021
Q4 | $34.8M | Buy |
+131,781
| New | +$34.8M | 31.69% | 1 |
|