BSW Wealth Partners’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 | $477K | Hold |
1,406
| – | – | 0.07% | 170 |
|
|
2025
Q1 | $431K | Hold |
1,406
| – | – | 0.07% | 175 |
|
|
2024
Q4 | $453K | Hold |
1,406
| – | – | 0.07% | 177 |
|
|
2024
Q3 | $442K | Hold |
1,406
| – | – | 0.07% | 168 |
|
|
2024
Q2 | $418K | Hold |
1,406
| – | – | 0.07% | 152 |
|
|
2024
Q1 | $405K | Hold |
1,406
| – | – | 0.07% | 164 |
|
|
2023
Q4 | $369K | Hold |
1,406
| – | – | 0.07% | 163 |
|
|
2023
Q3 | $330K | Hold |
1,406
| – | – | 0.07% | 156 |
|
|
2023
Q2 | $343K | Buy |
1,406
+141
| +11% | +$34.4K | 0.07% | 163 |
|
|
2023
Q1 | $285K | Hold |
1,265
| – | – | 0.06% | 223 |
|
|
2022
Q4 | $266K | Hold |
1,265
| – | – | 0.06% | 243 |
|
|
2022
Q3 | $250K | Buy |
+1,265
| New | +$250K | 0.06% | 221 |
|