Frank Rimerman Advisors’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 | $1.54M | Hold |
4,535
| – | – | 0.1% | 148 |
|
|
2025
Q1 | $1.39M | Hold |
4,535
| – | – | 0.11% | 154 |
|
|
2024
Q4 | $1.46M | Hold |
4,535
| – | – | 0.11% | 141 |
|
|
2024
Q3 | $1.43M | Hold |
4,535
| – | – | 0.1% | 162 |
|
|
2024
Q2 | $1.35M | Hold |
4,535
| – | – | 0.1% | 168 |
|
|
2024
Q1 | $1.31M | Hold |
4,535
| – | – | 0.25% | 45 |
|
|
2023
Q4 | $1.19M | Hold |
4,535
| – | – | 0.25% | 43 |
|
|
2023
Q3 | $1.07M | Hold |
4,535
| – | – | 0.26% | 43 |
|
|
2023
Q2 | $1.11M | Buy |
+4,535
| New | +$1.11M | 0.26% | 43 |
|