Certuity’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 | $2.7M | Sell |
7,956
-24
| -0.3% | -$8.15K | 0.25% | 67 |
|
|
2025
Q1 | $2.45M | Sell |
7,980
-384
| -5% | -$118K | 0.26% | 66 |
|
|
2024
Q4 | $2.69M | Buy |
8,364
+1
| +0% | +$322 | 0.29% | 60 |
|
|
2024
Q3 | $2.63M | Buy |
8,363
+6,066
| +264% | +$1.91M | 0.28% | 66 |
|
|
2024
Q2 | $684K | Hold |
2,297
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $662K | Buy |
2,297
+1,496
| +187% | +$431K | 0.06% | 143 |
|
|
2023
Q4 | $210K | Buy |
+801
| New | +$210K | 0.02% | 308 |
|
|
2021
Q1 | – | Sell |
-4,256
| Closed | -$902K | – | 309 |
|
|
2020
Q4 | $902K | Buy |
+4,256
| New | +$902K | 0.29% | 56 |
|