Focus Partners Wealth’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 | $317M | Buy |
934,666
+17,081
| +2% | +$5.8M | 0.69% | 32 |
|
|
2025
Q1 | $281M | Sell |
917,585
-818
| -0.1% | -$251K | 0.71% | 32 |
|
|
2024
Q4 | $296M | Buy |
918,403
+165,129
| +22% | +$53.2M | 0.77% | 25 |
|
|
2024
Q3 | $237M | Sell |
753,274
-906,604
| -55% | -$285M | 0.75% | 23 |
|
|
2024
Q2 | $494M | Buy |
1,659,878
+886,227
| +115% | +$264M | 1.66% | 6 |
|
|
2024
Q1 | $223M | Buy |
773,651
+151,096
| +24% | +$43.5M | 1.81% | 8 |
|
|
2023
Q4 | $163M | Buy |
+622,555
| New | +$163M | 2.14% | 7 |
|