Castle Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.65M | Sell |
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|
2025
Q2 | $2.47M | Hold |
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|
2025
Q1 | $2.23M | Hold |
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|
2024
Q4 | $2.35M | Hold |
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|
2024
Q3 | $2.29M | Hold |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.1M | Hold |
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|
2023
Q4 | $1.92M | Hold |
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|
2023
Q3 | $1.72M | Hold |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.57M | Hold |
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|
2022
Q3 | $1.47M | Hold |
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|
2022
Q2 | $1.55M | Buy |
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