Hill Investment Group Partners’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
Q1 | – | Sell |
-869
| Closed | -$280K | – | 63 |
|
2024
Q4 | $280K | Hold |
869
| – | – | 0.04% | 66 |
|
2024
Q3 | $259K | Hold |
869
| – | – | 0.04% | 60 |
|
2024
Q2 | $264K | Hold |
869
| – | – | 0.04% | 59 |
|
2024
Q1 | $250K | Hold |
869
| – | – | 0.04% | 62 |
|
2023
Q4 | $228K | Hold |
869
| – | – | 0.03% | 60 |
|
2023
Q3 | $204K | Hold |
869
| – | – | 0.03% | 61 |
|
2023
Q2 | $212K | Buy |
+869
| New | +$212K | 0.04% | 55 |
|