Buttonwood Financial 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 | $739K | Buy |
2,177
+26
| +1% | +$8.83K | 0.3% | 55 |
|
|
2025
Q1 | $660K | Hold |
2,151
| – | – | 0.29% | 56 |
|
|
2024
Q4 | $693K | Sell |
2,151
-24
| -1% | -$7.73K | 0.3% | 57 |
|
|
2024
Q3 | $684K | Buy |
2,175
+295
| +16% | +$92.7K | 0.3% | 59 |
|
|
2024
Q2 | $559K | Sell |
1,880
-206
| -10% | -$61.3K | 0.26% | 68 |
|
|
2024
Q1 | $601K | Sell |
2,086
-66
| -3% | -$19K | 0.28% | 68 |
|
|
2023
Q4 | $564K | Sell |
2,152
-132
| -6% | -$34.6K | 0.31% | 65 |
|
|
2023
Q3 | $537K | Sell |
2,284
-153
| -6% | -$35.9K | 0.34% | 64 |
|
|
2023
Q2 | $594K | Sell |
2,437
-19
| -0.8% | -$4.63K | 0.37% | 56 |
|
|
2023
Q1 | $553K | Sell |
2,456
-15
| -0.6% | -$3.38K | 0.43% | 49 |
|
|
2022
Q4 | $520K | Buy |
+2,471
| New | +$520K | 0.44% | 49 |
|