Gould Asset 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 | $219K | Buy |
+644
| New | +$219K | 0.04% | 161 |
|
|
2025
Q1 | – | Sell |
-644
| Closed | -$207K | – | 165 |
|
|
2024
Q4 | $207K | Hold |
644
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $202K | Sell |
644
-50
| -7% | -$15.7K | 0.04% | 160 |
|
|
2024
Q2 | $206K | Buy |
+694
| New | +$206K | 0.05% | 157 |
|
|
2023
Q1 | – | Sell |
-1,189
| Closed | -$250K | – | 158 |
|
|
2022
Q4 | $250K | Buy |
+1,189
| New | +$250K | 0.08% | 127 |
|
|
2022
Q3 | – | Sell |
-41,158
| Closed | -$8.55M | – | 138 |
|
|
2022
Q2 | $8.55M | Buy |
+41,158
| New | +$8.55M | 2.75% | 9 |
|