Fulcrum Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $341K | Hold |
957
| – | – | 0.07% | 80 |
|
|
2025
Q4 | $357K | Hold |
957
| – | – | 0.07% | 78 |
|
|
2025
Q3 | $350K | Hold |
957
| – | – | 0.07% | 76 |
|
|
2025
Q2 | $325K | Hold |
957
| – | – | 0.07% | 82 |
|
|
2025
Q1 | $294K | Hold |
957
| – | – | 0.07% | 93 |
|
|
2024
Q4 | $308K | Hold |
957
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $301K | Sell |
957
-857
| -47% | -$260K | 0.07% | 96 |
|
|
2024
Q2 | $540K | Buy |
1,814
+857
| +90% | +$246K | 0.12% | 59 |
|
|
2024
Q1 | $276K | Hold |
957
| – | – | 0.07% | 95 |
|
|
2023
Q4 | $251K | Hold |
957
| – | – | 0.06% | 101 |
|
|
2023
Q3 | $225K | Hold |
957
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $233K | Hold |
957
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $216K | Hold |
957
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $201K | Buy |
+957
| New | +$203K | 0.06% | 100 |
|
|
2022
Q2 | – | Sell |
-957
| Closed | -$239K | – | 80 |
|
|
2022
Q1 | $239K | Hold |
957
| – | – | 0.06% | 67 |
|
|
2021
Q4 | $253K | Hold |
957
| – | – | 0.05% | 74 |
|
|
2021
Q3 | $231K | Hold |
957
| – | – | 0.06% | 82 |
|
|
2021
Q2 | $232K | Hold |
957
| – | – | 0.06% | 77 |
|
|
2021
Q1 | $214K | Hold |
957
| – | – | 0.06% | 82 |
|
|
2020
Q4 | $203K | Buy |
+957
| New | +$191K | 0.06% | 79 |
|
|
2019
Q1 | – | Sell |
-2,921
| Closed | -$405K | – | 65 |
|
|
2018
Q4 | $405K | Buy |
2,921
+64
| +2% | +$9.57K | 0.18% | 45 |
|
|
2018
Q3 | $462K | Hold |
2,857
| – | – | 0.18% | 48 |
|
|
2018
Q2 | $434K | Hold |
2,857
| – | – | 0.21% | 42 |
|
|
2018
Q1 | $420K | Hold |
2,857
| – | – | 0.14% | 52 |
|
|
2017
Q4 | $425K | Buy |
+2,857
| New | +$414K | 0.14% | 52 |
|
Other funds holding IWB
