Cornerstone 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 | $497K | Hold |
1,463
| – | – | 0.03% | 395 |
|
|
2025
Q1 | $449K | Buy |
1,463
+16
| +1% | +$4.91K | 0.03% | 387 |
|
|
2024
Q4 | $466K | Buy |
1,447
+94
| +7% | +$30.3K | 0.03% | 368 |
|
|
2024
Q3 | $425K | Sell |
1,353
-9
| -0.7% | -$2.83K | 0.03% | 389 |
|
|
2024
Q2 | $405K | Buy |
1,362
+9
| +0.7% | +$2.68K | 0.03% | 372 |
|
|
2024
Q1 | $390K | Hold |
1,353
| – | – | 0.03% | 380 |
|
|
2023
Q4 | $355K | Buy |
1,353
+6
| +0.4% | +$1.57K | 0.03% | 387 |
|
|
2023
Q3 | $316K | Buy |
1,347
+14
| +1% | +$3.29K | 0.03% | 412 |
|
|
2023
Q2 | $325K | Buy |
+1,333
| New | +$325K | 0.03% | 386 |
|
|
2018
Q4 | – | Sell |
-37,781
| Closed | -$267K | – | 745 |
|
|
2018
Q3 | $267K | Buy |
37,781
+17,971
| +91% | +$127K | ﹤0.01% | 1107 |
|
|
2018
Q2 | $130K | Buy |
+19,810
| New | +$130K | ﹤0.01% | 1391 |
|