CX Institutional’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 | $86K | Sell |
254
-23
| -8% | -$7.79K | ﹤0.01% | 784 |
|
|
2025
Q1 | $85K | Sell |
277
-7,936
| -97% | -$2.44M | ﹤0.01% | 772 |
|
|
2024
Q4 | $2.65M | Buy |
8,213
+3,915
| +91% | +$1.26M | 0.11% | 158 |
|
|
2024
Q3 | $1.35M | Buy |
+4,298
| New | +$1.35M | 0.06% | 241 |
|
|
2022
Q3 | – | Sell |
-372
| Closed | -$77K | – | 811 |
|
|
2022
Q2 | $77K | Buy |
+372
| New | +$77K | 0.01% | 594 |
|
|
2021
Q4 | – | Sell |
-245
| Closed | -$59K | – | 633 |
|
|
2021
Q3 | $59K | Buy |
+245
| New | +$59K | ﹤0.01% | 546 |
|