Evolution Wealth 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 | $239K | Hold |
704
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $216K | Hold |
704
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $227K | Hold |
704
| – | – | 0.04% | 131 |
|
|
2024
Q3 | $221K | Sell |
704
-65
| -8% | -$20.4K | 0.04% | 120 |
|
|
2024
Q2 | $229K | Hold |
769
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $221K | Sell |
769
-20
| -3% | -$5.76K | 0.04% | 121 |
|
|
2023
Q4 | $207K | Buy |
+789
| New | +$207K | 0.04% | 118 |
|
|
2022
Q2 | – | Sell |
-829
| Closed | -$207K | – | 126 |
|
|
2022
Q1 | $207K | Hold |
829
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $219 | Buy |
+829
| New | +$219 | 0.03% | 125 |
|