Golden Road 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 | $639K | Hold |
1,881
| – | – | 0.42% | 23 |
|
|
2025
Q1 | $577K | Hold |
1,881
| – | – | 0.45% | 22 |
|
|
2024
Q4 | $606K | Hold |
1,881
| – | – | 0.46% | 22 |
|
|
2024
Q3 | $591K | Sell |
1,881
-17
| -0.9% | -$5.35K | 0.46% | 22 |
|
|
2024
Q2 | $576K | Sell |
1,898
-15
| -0.8% | -$4.55K | 0.47% | 21 |
|
|
2024
Q1 | $551K | Sell |
1,913
-1
| -0.1% | -$288 | 0.46% | 20 |
|
|
2023
Q4 | $502K | Buy |
+1,914
| New | +$502K | 0.48% | 20 |
|