GPS Wealth Strategies Group’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 | $1.08M | Sell |
3,174
-100
| -3% | -$34K | 0.12% | 103 |
|
|
2025
Q1 | $1M | Buy |
3,274
+67
| +2% | +$20.6K | 0.14% | 112 |
|
|
2024
Q4 | $1.03M | Buy |
3,207
+13
| +0.4% | +$4.19K | 0.13% | 101 |
|
|
2024
Q3 | $1M | Buy |
3,194
+10
| +0.3% | +$3.14K | 0.13% | 116 |
|
|
2024
Q2 | $948K | Sell |
3,184
-14
| -0.4% | -$4.17K | 0.14% | 108 |
|
|
2024
Q1 | $921K | Buy |
3,198
+13
| +0.4% | +$3.75K | 0.15% | 106 |
|
|
2023
Q4 | $835K | Buy |
3,185
+43
| +1% | +$11.3K | 0.15% | 107 |
|
|
2023
Q3 | $738K | Buy |
3,142
+10
| +0.3% | +$2.35K | 0.14% | 116 |
|
|
2023
Q2 | $763K | Sell |
3,132
-53
| -2% | -$12.9K | 0.14% | 116 |
|
|
2023
Q1 | $717K | Buy |
+3,185
| New | +$717K | 0.15% | 114 |
|
|
2022
Q4 | – | Sell |
-2,833
| Closed | -$559K | – | 611 |
|
|
2022
Q3 | $559K | Hold |
2,833
| – | – | 0.14% | 113 |
|
|
2022
Q2 | $589K | Buy |
2,833
+7
| +0.2% | +$1.46K | 0.15% | 115 |
|
|
2022
Q1 | $707K | Buy |
2,826
+7
| +0.2% | +$1.75K | 0.16% | 88 |
|
|
2021
Q4 | $745K | Buy |
2,819
+7
| +0.2% | +$1.85K | 0.16% | 85 |
|
|
2021
Q3 | $680K | Hold |
2,812
| – | – | 0.17% | 89 |
|
|
2021
Q2 | $681K | Buy |
2,812
+6
| +0.2% | +$1.45K | 0.17% | 86 |
|
|
2021
Q1 | $628K | Buy |
2,806
+7
| +0.3% | +$1.57K | 0.19% | 83 |
|
|
2020
Q4 | $593K | Buy |
2,799
+29
| +1% | +$6.14K | 0.21% | 72 |
|
|
2020
Q3 | $518K | Buy |
+2,770
| New | +$518K | 0.21% | 77 |
|