Connecticut 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 | $2.53M | Buy |
7,463
+4,448
| +148% | +$1.51M | 0.12% | 79 |
|
|
2025
Q1 | $925K | Buy |
3,015
+1
| +0% | +$307 | 0.05% | 154 |
|
|
2024
Q4 | $971K | Sell |
3,014
-547
| -15% | -$176K | 0.05% | 134 |
|
|
2024
Q3 | $1.12M | Sell |
3,561
-19
| -0.5% | -$5.97K | 0.05% | 145 |
|
|
2024
Q2 | $1.07M | Buy |
3,580
+21
| +0.6% | +$6.25K | 0.06% | 143 |
|
|
2024
Q1 | $1.03M | Sell |
3,559
-821
| -19% | -$236K | 0.05% | 148 |
|
|
2023
Q4 | $1.15M | Buy |
4,380
+197
| +5% | +$51.7K | 0.07% | 130 |
|
|
2023
Q3 | $983K | Buy |
4,183
+1,056
| +34% | +$248K | 0.07% | 117 |
|
|
2023
Q2 | $762K | Buy |
3,127
+1,204
| +63% | +$293K | 0.05% | 115 |
|
|
2023
Q1 | $433K | Buy |
1,923
+651
| +51% | +$147K | 0.03% | 147 |
|
|
2022
Q4 | $268K | Hold |
1,272
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $251K | Buy |
1,272
+1
| +0.1% | +$197 | 0.02% | 167 |
|
|
2022
Q2 | $264K | Sell |
1,271
-377
| -23% | -$78.3K | 0.02% | 157 |
|
|
2022
Q1 | $412K | Buy |
1,648
+4
| +0.2% | +$1K | 0.03% | 130 |
|
|
2021
Q4 | $435K | Buy |
1,644
+171
| +12% | +$45.2K | 0.03% | 130 |
|
|
2021
Q3 | $356K | Buy |
1,473
+4
| +0.3% | +$967 | 0.03% | 139 |
|
|
2021
Q2 | $356K | Buy |
+1,469
| New | +$356K | 0.03% | 134 |
|