Family 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 | $138K | Buy |
405
+30
| +8% | +$10.2K | 0.02% | 182 |
|
|
2025
Q1 | $115K | Hold |
375
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $121K | Buy |
375
+25
| +7% | +$8.05K | 0.02% | 160 |
|
|
2024
Q3 | $110K | Hold |
350
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $104K | Hold |
350
| – | – | 0.02% | 149 |
|
|
2024
Q1 | $101K | Buy |
+350
| New | +$101K | 0.02% | 153 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$15.8K | – | 161 |
|
|
2022
Q4 | $15.8K | Buy |
+75
| New | +$15.8K | ﹤0.01% | 160 |
|