Flagship Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $500K | Sell |
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|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $381K | Buy |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $329K | Buy |
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