Dynasty 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 | $3.02M | Buy |
+8,901
| New | +$3.02M | 0.05% | 69 |
|
|
2025
Q1 | – | Sell |
-13,523
| Closed | -$4.36M | – | 255 |
|
|
2024
Q4 | $4.36M | Buy |
13,523
+3,558
| +36% | +$1.15M | 0.08% | 69 |
|
|
2024
Q3 | $3.13M | Buy |
9,965
+70
| +0.7% | +$22K | 0.09% | 55 |
|
|
2024
Q2 | $2.94M | Sell |
9,895
-654
| -6% | -$195K | 0.09% | 68 |
|
|
2024
Q1 | $3.04M | Buy |
+10,549
| New | +$3.04M | 0.1% | 60 |
|
|
2018
Q4 | – | Sell |
-20,208
| Closed | -$3.27M | – | 48 |
|
|
2018
Q3 | $3.27M | Buy |
20,208
+9,600
| +90% | +$1.55M | 4.21% | 3 |
|
|
2018
Q2 | $1.61M | Buy |
10,608
+478
| +5% | +$72.6K | 3.34% | 7 |
|
|
2018
Q1 | $1.49M | Sell |
10,130
-400
| -4% | -$58.8K | 0.62% | 6 |
|
|
2017
Q4 | $1.57M | Buy |
+10,530
| New | +$1.57M | 2.7% | 7 |
|