Castle 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 | $2.47M | Hold |
7,282
| – | – | 0.9% | 34 |
|
|
2025
Q1 | $2.23M | Hold |
7,282
| – | – | 0.87% | 34 |
|
|
2024
Q4 | $2.35M | Hold |
7,282
| – | – | 0.92% | 33 |
|
|
2024
Q3 | $2.29M | Hold |
7,282
| – | – | 0.91% | 34 |
|
|
2024
Q2 | $2.17M | Sell |
7,282
-20
| -0.3% | -$5.95K | 1.04% | 32 |
|
|
2024
Q1 | $2.1M | Hold |
7,302
| – | – | 1.1% | 33 |
|
|
2023
Q4 | $1.92M | Hold |
7,302
| – | – | 1.15% | 29 |
|
|
2023
Q3 | $1.72M | Hold |
7,302
| – | – | 1.23% | 27 |
|
|
2023
Q2 | $1.78M | Sell |
7,302
-96
| -1% | -$23.4K | 1.24% | 26 |
|
|
2023
Q1 | $1.67M | Sell |
7,398
-42
| -0.6% | -$9.46K | 1.29% | 26 |
|
|
2022
Q4 | $1.57M | Hold |
7,440
| – | – | 0.99% | 28 |
|
|
2022
Q3 | $1.47M | Hold |
7,440
| – | – | 0.89% | 30 |
|
|
2022
Q2 | $1.55M | Buy |
+7,440
| New | +$1.55M | 0.9% | 28 |
|