Capital Advisors Wealth Management’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 | $446K | Buy |
1,314
+13
| +1% | +$4.42K | 0.07% | 121 |
|
|
2025
Q1 | $399K | Buy |
1,301
+163
| +14% | +$50K | 0.07% | 121 |
|
|
2024
Q4 | $367K | Buy |
1,138
+20
| +2% | +$6.44K | 0.07% | 117 |
|
|
2024
Q3 | $352K | Buy |
1,118
+66
| +6% | +$20.8K | 0.06% | 116 |
|
|
2024
Q2 | $313K | Sell |
1,052
-989
| -48% | -$294K | 0.06% | 119 |
|
|
2024
Q1 | $588K | Buy |
2,041
+36
| +2% | +$10.4K | 0.12% | 78 |
|
|
2023
Q4 | $526K | Buy |
2,005
+103
| +5% | +$27K | 0.12% | 80 |
|
|
2023
Q3 | $447K | Buy |
+1,902
| New | +$447K | 0.12% | 82 |
|