Enzi Wealth’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 | $945K | Sell |
2,757
-5
| -0.2% | -$1.71K | 0.35% | 27 |
|
|
2025
Q1 | $829K | Hold |
2,762
| – | – | 0.34% | 27 |
|
|
2024
Q4 | $923K | Sell |
2,762
-28
| -1% | -$9.36K | 0.35% | 27 |
|
|
2024
Q3 | $894K | Hold |
2,790
| – | – | 0.35% | 28 |
|
|
2024
Q2 | $845K | Sell |
2,790
-216
| -7% | -$65.5K | 0.37% | 25 |
|
|
2024
Q1 | $833K | Hold |
3,006
| – | – | 0.39% | 22 |
|
|
2023
Q4 | $817K | Sell |
3,006
-150
| -5% | -$40.8K | 0.39% | 22 |
|
|
2023
Q3 | $747K | Sell |
3,156
-80
| -2% | -$18.9K | 0.4% | 20 |
|
|
2023
Q2 | $802K | Sell |
3,236
-436
| -12% | -$108K | 0.41% | 22 |
|
|
2023
Q1 | $835K | Hold |
3,672
| – | – | 0.43% | 27 |
|
|
2022
Q4 | $811K | Hold |
3,672
| – | – | 0.39% | 32 |
|
|
2022
Q3 | $807K | Buy |
+3,672
| New | +$807K | 0.4% | 32 |
|