Financial Network Wealth 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
Q1 | $291K | Hold |
951
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $306K | Hold |
951
| – | – | 0.11% | 88 |
|
|
2024
Q3 | $298K | Hold |
951
| – | – | 0.11% | 93 |
|
|
2024
Q2 | $282K | Buy |
+951
| New | +$282K | 0.11% | 88 |
|
|
2024
Q1 | – | Sell |
-951
| Closed | -$249K | – | 73 |
|
|
2023
Q4 | $249K | Hold |
951
| – | – | 0.11% | 94 |
|
|
2023
Q3 | $223K | Hold |
951
| – | – | 0.11% | 93 |
|
|
2023
Q2 | $239K | Hold |
951
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $214K | Hold |
951
| – | – | 0.11% | 92 |
|
|
2022
Q4 | $200K | Buy |
+951
| New | +$200K | 0.11% | 100 |
|
|
2022
Q2 | – | Sell |
-951
| Closed | -$238K | – | 108 |
|
|
2022
Q1 | $238K | Hold |
951
| – | – | 0.12% | 95 |
|
|
2021
Q4 | $251K | Hold |
951
| – | – | 0.13% | 98 |
|
|
2021
Q3 | $230K | Hold |
951
| – | – | 0.13% | 97 |
|
|
2021
Q2 | $230K | Hold |
951
| – | – | 0.14% | 93 |
|
|
2021
Q1 | $213K | Hold |
951
| – | – | 0.14% | 98 |
|
|
2020
Q4 | $201K | Buy |
+951
| New | +$201K | 0.16% | 93 |
|