Greenhouse Wealth 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 | $281K | Buy |
828
+1
| +0.1% | +$340 | 0.18% | 45 |
|
|
2025
Q1 | $254K | Buy |
827
+2
| +0.2% | +$613 | 0.19% | 43 |
|
|
2024
Q4 | $266K | Buy |
825
+1
| +0.1% | +$322 | 0.18% | 48 |
|
|
2024
Q3 | $259K | Sell |
824
-288
| -26% | -$90.5K | 0.17% | 48 |
|
|
2024
Q2 | $331K | Sell |
1,112
-16
| -1% | -$4.76K | 0.24% | 39 |
|
|
2024
Q1 | $325K | Buy |
1,128
+2
| +0.2% | +$576 | 0.24% | 40 |
|
|
2023
Q4 | $295K | Buy |
1,126
+4
| +0.4% | +$1.05K | 0.24% | 43 |
|
|
2023
Q3 | $264K | Hold |
1,122
| – | – | 0.24% | 42 |
|
|
2023
Q2 | $273K | Buy |
1,122
+1
| +0.1% | +$244 | 0.24% | 42 |
|
|
2023
Q1 | $252K | Buy |
1,121
+2
| +0.2% | +$450 | 0.24% | 43 |
|
|
2022
Q4 | $235K | Buy |
1,119
+5
| +0.4% | +$1.05K | 0.24% | 43 |
|
|
2022
Q3 | $220K | Hold |
1,114
| – | – | 0.24% | 43 |
|
|
2022
Q2 | $231K | Buy |
1,114
+2
| +0.2% | +$415 | 0.25% | 43 |
|
|
2022
Q1 | $278K | Buy |
1,112
+1
| +0.1% | +$250 | 0.26% | 39 |
|
|
2021
Q4 | $294K | Buy |
1,111
+6
| +0.5% | +$1.59K | 0.26% | 39 |
|
|
2021
Q3 | $267K | Hold |
1,105
| – | – | 0.25% | 39 |
|
|
2021
Q2 | $268K | Buy |
1,105
+4
| +0.4% | +$970 | 0.25% | 39 |
|
|
2021
Q1 | $246K | Hold |
1,101
| – | – | 0.24% | 41 |
|
|
2020
Q4 | $233K | Buy |
+1,101
| New | +$233K | 0.23% | 43 |
|