Diversify Advisory Services’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 | $572K | Buy |
1,622
+357
| +28% | +$126K | 0.02% | 486 |
|
|
2025
Q1 | $385K | Sell |
1,265
-105
| -8% | -$32K | 0.02% | 416 |
|
|
2024
Q4 | $438K | Sell |
1,370
-4
| -0.3% | -$1.28K | 0.02% | 385 |
|
|
2024
Q3 | $439K | Sell |
1,374
-71
| -5% | -$22.7K | 0.02% | 399 |
|
|
2024
Q2 | $438K | Buy |
1,445
+3
| +0.2% | +$910 | 0.02% | 407 |
|
|
2024
Q1 | $414K | Buy |
+1,442
| New | +$414K | 0.02% | 466 |
|