Calton & Associates’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 | $297K | Hold |
875
| – | – | 0.05% | 288 |
|
|
2025
Q1 | $268K | Buy |
875
+1
| +0.1% | +$307 | 0.06% | 257 |
|
|
2024
Q4 | $282K | Buy |
874
+51
| +6% | +$16.4K | 0.12% | 153 |
|
|
2024
Q3 | $259K | Buy |
+823
| New | +$259K | 0.1% | 189 |
|
|
2018
Q1 | – | Sell |
-153
| Closed | -$24K | – | 820 |
|
|
2017
Q4 | $24K | Buy |
+153
| New | +$24K | 0.01% | 854 |
|