Cherrydale 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 | $4.02M | Buy |
11,847
+9,218
| +351% | +$3.13M | 1.4% | 10 |
|
|
2025
Q1 | $806K | Buy |
2,629
+1,868
| +245% | +$573K | 0.32% | 28 |
|
|
2024
Q4 | $245K | Buy |
761
+3
| +0.4% | +$966 | 0.09% | 59 |
|
|
2024
Q3 | $238K | Buy |
758
+2
| +0.3% | +$629 | 0.1% | 54 |
|
|
2024
Q2 | $225K | Buy |
756
+2
| +0.3% | +$595 | 0.1% | 54 |
|
|
2024
Q1 | $217K | Buy |
+754
| New | +$217K | 0.1% | 55 |
|