CreativeOne Wealth’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 | $1.31M | Buy |
3,847
+728
| +23% | +$247K | 0.03% | 462 |
|
|
2025
Q1 | $957K | Buy |
3,119
+130
| +4% | +$39.9K | 0.03% | 493 |
|
|
2024
Q4 | $963K | Buy |
2,989
+240
| +9% | +$77.3K | 0.03% | 481 |
|
|
2024
Q3 | $864K | Buy |
2,749
+279
| +11% | +$87.7K | 0.03% | 476 |
|
|
2024
Q2 | $735K | Sell |
2,470
-5,607
| -69% | -$1.67M | 0.04% | 390 |
|
|
2024
Q1 | $2.33M | Buy |
8,077
+680
| +9% | +$196K | 0.09% | 205 |
|
|
2023
Q4 | $1.94M | Buy |
7,397
+6,316
| +584% | +$1.66M | 0.12% | 160 |
|
|
2023
Q3 | $254K | Sell |
1,081
-115
| -10% | -$27K | 0.02% | 481 |
|
|
2023
Q2 | $291K | Buy |
1,196
+89
| +8% | +$21.7K | 0.01% | 662 |
|
|
2023
Q1 | $249K | Buy |
+1,107
| New | +$249K | 0.01% | 687 |
|
|
2020
Q3 | – | Sell |
-1,643
| Closed | -$282K | – | 272 |
|
|
2020
Q2 | $282K | Buy |
+1,643
| New | +$282K | 0.04% | 200 |
|