Everhart Financial Group’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
Q1 | – | Sell |
-6,833
| Closed | -$2.2M | – | 338 |
|
|
2024
Q4 | $2.2M | Buy |
+6,833
| New | +$2.2M | 0.45% | 39 |
|
|
2024
Q1 | – | Sell |
-7,234
| Closed | -$1.9M | – | 279 |
|
|
2023
Q4 | $1.9M | Buy |
+7,234
| New | +$1.9M | 0.67% | 34 |
|
|
2023
Q1 | – | Sell |
-3,036
| Closed | -$639K | – | 208 |
|
|
2022
Q4 | $639K | Buy |
+3,036
| New | +$639K | 0.32% | 65 |
|