Congress 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 | $3.32M | Buy |
9,771
+6,028
| +161% | +$2.05M | 0.03% | 464 |
|
|
2025
Q1 | $1.15M | Sell |
3,743
-893
| -19% | -$274K | 0.01% | 602 |
|
|
2024
Q4 | $1.49M | Buy |
4,636
+2,185
| +89% | +$704K | 0.02% | 454 |
|
|
2024
Q3 | $771K | Buy |
2,451
+91
| +4% | +$28.6K | 0.01% | 561 |
|
|
2024
Q2 | $702K | Buy |
2,360
+180
| +8% | +$53.6K | 0.01% | 483 |
|
|
2024
Q1 | $628K | Sell |
2,180
-2,091
| -49% | -$602K | 0.01% | 429 |
|
|
2023
Q4 | $1.12M | Buy |
4,271
+2,995
| +235% | +$785K | 0.02% | 379 |
|
|
2023
Q3 | $300K | Hold |
1,276
| – | – | 0.01% | 523 |
|
|
2023
Q2 | $311K | Sell |
1,276
-45
| -3% | -$11K | 0.01% | 481 |
|
|
2023
Q1 | $298K | Sell |
1,321
-27
| -2% | -$6.08K | 0.01% | 483 |
|
|
2022
Q4 | $284K | Buy |
1,348
+290
| +27% | +$61.1K | 0.01% | 490 |
|
|
2022
Q3 | $209K | Hold |
1,058
| – | – | 0.01% | 521 |
|
|
2022
Q2 | $220K | Sell |
1,058
-314
| -23% | -$65.3K | 0.01% | 521 |
|
|
2022
Q1 | $343K | Sell |
1,372
-1,299
| -49% | -$325K | 0.01% | 490 |
|
|
2021
Q4 | $706K | Buy |
+2,671
| New | +$706K | 0.01% | 412 |
|