Firethorn Wealth Partners’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 | $932K | Buy |
2,744
+19
| +0.7% | +$6.45K | 0.4% | 56 |
|
2025
Q1 | $836K | Buy |
2,725
+282
| +12% | +$86.5K | 0.4% | 52 |
|
2024
Q4 | $787K | Sell |
2,443
-38
| -2% | -$12.2K | 0.39% | 55 |
|
2024
Q3 | $780K | Sell |
2,481
-51
| -2% | -$16K | 0.4% | 55 |
|
2024
Q2 | $753K | Sell |
2,532
-70
| -3% | -$20.8K | 0.43% | 50 |
|
2024
Q1 | $749K | Sell |
2,602
-198
| -7% | -$57K | 0.44% | 46 |
|
2023
Q4 | $734K | Sell |
2,800
-192
| -6% | -$50.3K | 0.48% | 45 |
|
2023
Q3 | $703K | Sell |
2,992
-27
| -0.9% | -$6.34K | 0.54% | 38 |
|
2023
Q2 | $736K | Buy |
3,019
+10
| +0.3% | +$2.44K | 0.55% | 37 |
|
2023
Q1 | $686K | Buy |
3,009
+157
| +6% | +$35.8K | 0.54% | 37 |
|
2022
Q4 | $600K | Sell |
2,852
-259
| -8% | -$54.5K | 0.51% | 45 |
|
2022
Q3 | $614K | Sell |
3,111
-15
| -0.5% | -$2.96K | 0.57% | 39 |
|
2022
Q2 | $708K | Sell |
3,126
-62
| -2% | -$14K | 0.57% | 38 |
|
2022
Q1 | $797K | Sell |
3,188
-46
| -1% | -$11.5K | 0.6% | 38 |
|
2021
Q4 | $855K | Buy |
+3,234
| New | +$855K | 0.64% | 36 |
|
2021
Q2 | $820K | Sell |
3,388
-128
| -4% | -$31K | 0.69% | 34 |
|
2021
Q1 | $787K | Sell |
3,516
-610
| -15% | -$137K | 0.73% | 31 |
|
2020
Q4 | $874K | Buy |
+4,126
| New | +$874K | 0.94% | 24 |
|