Darwin 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 | – | Sell |
-413
| Closed | -$133K | – | 650 |
|
|
2025
Q1 | $133K | Hold |
413
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $133K | Hold |
413
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $130K | Buy |
+413
| New | +$130K | 0.04% | 166 |
|
|
2020
Q2 | – | Sell |
-558
| Closed | -$78K | – | 449 |
|
|
2020
Q1 | $78K | Buy |
+558
| New | +$78K | 0.02% | 196 |
|