Brown, Lisle/Cummings’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 | $85.6K | Hold |
252
| – | – | 0.02% | 290 |
|
|
2025
Q1 | $77.3K | Sell |
252
-27
| -10% | -$8.28K | 0.02% | 294 |
|
|
2024
Q4 | $89.8K | Hold |
279
| – | – | 0.03% | 276 |
|
|
2024
Q3 | $87.6K | Hold |
279
| – | – | 0.03% | 275 |
|
|
2024
Q2 | $82.9K | Buy |
279
+27
| +11% | +$8.02K | 0.03% | 269 |
|
|
2024
Q1 | $72.6K | Buy |
252
+85
| +51% | +$24.5K | 0.02% | 264 |
|
|
2023
Q4 | $43.8K | Hold |
167
| – | – | 0.02% | 300 |
|
|
2023
Q3 | $39.2K | Hold |
167
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $40.7K | Hold |
167
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $37.6K | Hold |
167
| – | – | 0.02% | 285 |
|
|
2022
Q4 | $35.2K | Hold |
167
| – | – | 0.02% | 284 |
|
|
2022
Q3 | $33K | Hold |
167
| – | – | 0.02% | 281 |
|
|
2022
Q2 | $34.7K | Hold |
167
| – | – | 0.02% | 281 |
|
|
2022
Q1 | $41.8K | Hold |
167
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $44.2K | Buy |
+167
| New | +$44.2K | 0.02% | 276 |
|