HHM Wealth Advisors’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 | $87.6K | Hold |
258
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $79.1K | Hold |
258
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $83.1K | Hold |
258
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $81.1K | Hold |
258
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $76.8K | Hold |
258
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $74.3K | Hold |
258
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $67.7K | Hold |
258
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $60.6K | Hold |
258
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $62.9K | Hold |
258
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $58.1K | Sell |
258
-49
| -16% | -$11K | 0.01% | 256 |
|
|
2022
Q4 | $64.6K | Hold |
307
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $61K | Hold |
307
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $64K | Buy |
307
+49
| +19% | +$10.2K | 0.02% | 250 |
|
|
2022
Q1 | $65K | Hold |
258
| – | – | 0.02% | 264 |
|
|
2021
Q4 | $68K | Hold |
258
| – | – | 0.02% | 267 |
|
|
2021
Q3 | $62K | Hold |
258
| – | – | 0.02% | 270 |
|
|
2021
Q2 | $62K | Hold |
258
| – | – | 0.02% | 266 |
|
|
2021
Q1 | $58K | Hold |
258
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $55K | Hold |
258
| – | – | 0.02% | 249 |
|
|
2020
Q3 | $48K | Hold |
258
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $44K | Hold |
258
| – | – | 0.02% | 238 |
|
|
2020
Q1 | $37K | Buy |
+258
| New | +$37K | 0.02% | 236 |
|