Financial Connections 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
Q2 | $245K | Hold |
722
| – | – | 0.1% | 50 |
|
|
2025
Q1 | $221K | Buy |
722
+140
| +24% | +$42.9K | 0.1% | 53 |
|
|
2024
Q4 | $187K | Hold |
582
| – | – | 0.09% | 54 |
|
|
2024
Q3 | $182K | Hold |
582
| – | – | 0.09% | 51 |
|
|
2024
Q2 | $173K | Buy |
+582
| New | +$173K | 0.09% | 52 |
|
|
2024
Q1 | – | Sell |
-582
| Closed | -$152K | – | 214 |
|
|
2023
Q4 | $152K | Buy |
+582
| New | +$152K | 0.1% | 61 |
|
|
2023
Q3 | – | Sell |
-582
| Closed | -$141K | – | 177 |
|
|
2023
Q2 | $141K | Hold |
582
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $131K | Hold |
582
| – | – | 0.09% | 58 |
|
|
2022
Q4 | $122K | Hold |
582
| – | – | 0.1% | 61 |
|
|
2022
Q3 | $114K | Hold |
582
| – | – | 0.1% | 56 |
|
|
2022
Q2 | $120K | Hold |
582
| – | – | 0.11% | 66 |
|
|
2022
Q1 | $145K | Hold |
582
| – | – | 0.15% | 61 |
|
|
2021
Q4 | $153K | Buy |
+582
| New | +$153K | 0.15% | 61 |
|