Fermata 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 | $615K | Hold |
1,811
| – | – | 0.16% | 120 |
|
|
2025
Q1 | $556K | Sell |
1,811
-118
| -6% | -$36.2K | 0.1% | 148 |
|
|
2024
Q4 | $621K | Sell |
1,929
-992
| -34% | -$320K | 0.12% | 123 |
|
|
2024
Q3 | $918K | Sell |
2,921
-153
| -5% | -$48.1K | 0.19% | 86 |
|
|
2024
Q2 | $915K | Buy |
3,074
+109
| +4% | +$32.4K | 0.21% | 83 |
|
|
2024
Q1 | $854K | Buy |
+2,965
| New | +$854K | 0.19% | 89 |
|