Curated Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $530K | Hold |
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|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $467K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $301K | Buy |
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