EWA
Etesian Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
1,241
| – | – | 0.16% | 102 |
|
|
2025
Q1 | $381K | Hold |
1,241
| – | – | 0.16% | 106 |
|
|
2024
Q4 | $400K | Hold |
1,241
| – | – | 0.18% | 109 |
|
|
2024
Q3 | $390K | Buy |
1,241
+301
| +32% | +$94.6K | 0.18% | 110 |
|
|
2024
Q2 | $280K | Hold |
940
| – | – | 0.16% | 109 |
|
|
2024
Q1 | $271K | Hold |
940
| – | – | 0.16% | 104 |
|
|
2023
Q4 | $247K | Hold |
940
| – | – | 0.15% | 104 |
|
|
2023
Q3 | $221K | Hold |
940
| – | – | 0.15% | 106 |
|
|
2023
Q2 | $229K | Hold |
940
| – | – | 0.15% | 104 |
|
|
2023
Q1 | $212K | Buy |
+940
| New | +$212K | 0.14% | 104 |
|