Center for Financial Planning’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 | $113K | Hold |
332
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $102K | Hold |
332
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $107K | Hold |
332
| – | – | 0.01% | 192 |
|
|
2024
Q3 | $104K | Hold |
332
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $98.8K | Hold |
332
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $95.6K | Buy |
+332
| New | +$95.6K | 0.01% | 186 |
|
|
2022
Q2 | – | Sell |
-320
| Closed | -$80K | – | 550 |
|
|
2022
Q1 | $80K | Buy |
+320
| New | +$80K | 0.02% | 191 |
|