Douglass Winthrop Advisors’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 | $693K | Sell |
2,040
-92
| -4% | -$31.2K | 0.01% | 167 |
|
|
2025
Q1 | $654K | Hold |
2,132
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $687K | Hold |
2,132
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $670K | Buy |
2,132
+92
| +5% | +$28.9K | 0.01% | 183 |
|
|
2024
Q2 | $607K | Hold |
2,040
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $588K | Hold |
2,040
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $535K | Hold |
2,040
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $479K | Buy |
+2,040
| New | +$479K | 0.01% | 165 |
|