Holistic Planning’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 | $370K | Buy |
1,088
+88
| +9% | +$29.9K | 0.11% | 152 |
|
|
2025
Q1 | $307K | Sell |
1,000
-49
| -5% | -$15K | 0.1% | 138 |
|
|
2024
Q4 | $338K | Buy |
1,049
+49
| +5% | +$15.8K | 0.12% | 119 |
|
|
2024
Q3 | $314K | Buy |
1,000
+277
| +38% | +$87.1K | 0.13% | 111 |
|
|
2024
Q2 | $208K | Hold |
723
| – | – | 0.16% | 112 |
|
|
2024
Q1 | $208K | Buy |
+723
| New | +$208K | 0.16% | 113 |
|