Curated Wealth Partners’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 | $492K | Hold |
1,450
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $445K | Hold |
1,450
| – | – | 0.06% | 96 |
|
|
2024
Q4 | $467K | Hold |
1,450
| – | – | 0.05% | 91 |
|
|
2024
Q3 | $456K | Hold |
1,450
| – | – | 0.06% | 87 |
|
|
2024
Q2 | $431K | Buy |
+1,450
| New | +$431K | 0.06% | 86 |
|
|
2024
Q1 | – | Sell |
-1,450
| Closed | -$380K | – | 72 |
|
|
2023
Q4 | $380K | Hold |
1,450
| – | – | 0.06% | 100 |
|
|
2023
Q3 | $341K | Hold |
1,450
| – | – | 0.06% | 97 |
|
|
2023
Q2 | $353K | Hold |
1,450
| – | – | 0.07% | 91 |
|
|
2023
Q1 | $327K | Hold |
1,450
| – | – | 0.07% | 94 |
|
|
2022
Q4 | $305K | Hold |
1,450
| – | – | 0.07% | 92 |
|
|
2022
Q3 | $286K | Hold |
1,450
| – | – | 0.08% | 97 |
|
|
2022
Q2 | $301K | Buy |
+1,450
| New | +$301K | 0.09% | 99 |
|