Cherry Tree 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 | $374K | Hold |
1,102
| – | – | 0.09% | 110 |
|
|
2025
Q1 | $338K | Hold |
1,102
| – | – | 0.08% | 121 |
|
|
2024
Q4 | $355K | Hold |
1,102
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $346K | Hold |
1,102
| – | – | 0.08% | 123 |
|
|
2024
Q2 | $328K | Hold |
1,102
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $317K | Hold |
1,102
| – | – | 0.08% | 124 |
|
|
2023
Q4 | $289K | Sell |
1,102
-86
| -7% | -$22.6K | 0.08% | 130 |
|
|
2023
Q3 | $279K | Hold |
1,188
| – | – | 0.08% | 124 |
|
|
2023
Q2 | $290K | Buy |
+1,188
| New | +$290K | 0.08% | 122 |
|