HB 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 | $13.5M | Sell |
39,724
-1,495
| -4% | -$508K | 0.11% | 103 |
|
|
2025
Q1 | $12.6M | Buy |
41,219
+14,748
| +56% | +$4.52M | 0.11% | 108 |
|
|
2024
Q4 | $8.53M | Sell |
26,471
-218
| -0.8% | -$70.2K | 0.09% | 112 |
|
|
2024
Q3 | $8.39M | Sell |
26,689
-30
| -0.1% | -$9.43K | 0.09% | 107 |
|
|
2024
Q2 | $7.95M | Buy |
26,719
+486
| +2% | +$145K | 0.09% | 104 |
|
|
2024
Q1 | $7.56M | Buy |
26,233
+576
| +2% | +$166K | 0.1% | 109 |
|
|
2023
Q4 | $6.73M | Sell |
25,657
-50
| -0.2% | -$13.1K | 0.1% | 111 |
|
|
2023
Q3 | $6.04M | Sell |
25,707
-9
| -0% | -$2.11K | 0.1% | 107 |
|
|
2023
Q2 | $6.27M | Buy |
25,716
+2
| +0% | +$487 | 0.1% | 103 |
|
|
2023
Q1 | $5.79M | Sell |
25,714
-357
| -1% | -$80.4K | 0.1% | 103 |
|
|
2022
Q4 | $5.49M | Buy |
26,071
+463
| +2% | +$97.5K | 0.1% | 101 |
|
|
2022
Q3 | $5.05M | Sell |
25,608
-2,571
| -9% | -$507K | 0.11% | 94 |
|
|
2022
Q2 | $5.86M | Sell |
28,179
-1,546
| -5% | -$321K | 0.12% | 86 |
|
|
2022
Q1 | $7.43M | Buy |
29,725
+10,997
| +59% | +$2.75M | 0.14% | 77 |
|
|
2021
Q4 | $4.95M | Buy |
+18,728
| New | +$4.95M | 0.1% | 87 |
|