FSA 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
Q2 | $40.7K | Hold |
120
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $36.8K | Hold |
120
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $38.7K | Sell |
120
-60
| -33% | -$19.3K | 0.02% | 170 |
|
|
2024
Q3 | $56.6K | Buy |
+180
| New | +$56.6K | 0.02% | 149 |
|
|
2024
Q1 | $51.8K | Hold |
180
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $47K | Buy |
+180
| New | +$47K | 0.02% | 146 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$38K | – | 144 |
|
|
2020
Q4 | $38K | Buy |
+180
| New | +$38K | 0.02% | 149 |
|
|
2020
Q3 | – | Sell |
-180
| Closed | -$31K | – | 202 |
|
|
2020
Q2 | $31K | Hold |
180
| – | – | 0.02% | 156 |
|
|
2020
Q1 | $25K | Hold |
180
| – | – | 0.02% | 155 |
|
|
2019
Q4 | $32K | Buy |
+180
| New | +$32K | 0.02% | 168 |
|