Gray Private 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 | $30.6M | Buy |
90,228
+4,151
| +5% | +$1.41M | 16.48% | 2 |
|
|
2025
Q1 | $26.4M | Sell |
86,077
-1,781
| -2% | -$546K | 15.89% | 2 |
|
|
2024
Q4 | $28.3M | Sell |
87,858
-1,450
| -2% | -$467K | 16.86% | 2 |
|
|
2024
Q3 | $28.1M | Sell |
89,308
-613
| -0.7% | -$193K | 16.78% | 2 |
|
|
2024
Q2 | $26.8M | Sell |
89,921
-467
| -0.5% | -$139K | 17.15% | 2 |
|
|
2024
Q1 | $26M | Buy |
+90,388
| New | +$26M | 17.14% | 2 |
|