FullCircle 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 | $457K | Sell |
1,317
-58
| -4% | -$20.1K | 0.17% | 155 |
|
|
2025
Q1 | $416K | Buy |
1,375
+628
| +84% | +$190K | 0.17% | 139 |
|
|
2024
Q4 | $251K | Sell |
747
-1
| -0.1% | -$336 | 0.1% | 171 |
|
|
2024
Q3 | $238K | Buy |
748
+51
| +7% | +$16.2K | 0.11% | 164 |
|
|
2024
Q2 | $207K | Buy |
+697
| New | +$207K | 0.1% | 157 |
|