Claro Advisors’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 | $492K | Sell |
1,450
-202
| -12% | -$68.6K | 0.08% | 209 |
|
|
2025
Q1 | $507K | Buy |
1,652
+642
| +64% | +$197K | 0.07% | 261 |
|
|
2024
Q4 | $325K | Sell |
1,010
-136
| -12% | -$43.8K | 0.04% | 337 |
|
|
2024
Q3 | $360K | Buy |
1,146
+458
| +67% | +$144K | 0.05% | 334 |
|
|
2024
Q2 | $205K | Buy |
+688
| New | +$205K | 0.03% | 404 |
|
|
2020
Q1 | – | Sell |
-1,240
| Closed | -$221K | – | 173 |
|
|
2019
Q4 | $221K | Buy |
+1,240
| New | +$221K | 0.17% | 149 |
|