Horizons 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 | $57.7K | Hold |
170
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $52.1K | Hold |
170
| – | – | 0.04% | 92 |
|
|
2024
Q4 | $54.8K | Hold |
170
| – | – | 0.04% | 88 |
|
|
2024
Q3 | $53.4K | Hold |
170
| – | – | 0.04% | 93 |
|
|
2024
Q2 | $51.1K | Hold |
170
| – | – | 0.04% | 96 |
|
|
2024
Q1 | $44.6K | Hold |
170
| – | – | 0.03% | 99 |
|
|
2023
Q4 | $44.6K | Hold |
170
| – | – | 0.03% | 99 |
|
|
2023
Q3 | $39.9K | Hold |
170
| – | – | 0.03% | 100 |
|
|
2023
Q2 | $41.4K | Hold |
170
| – | – | 0.03% | 103 |
|
|
2023
Q1 | $38.3K | Hold |
170
| – | – | 0.03% | 97 |
|
|
2022
Q4 | $36K | Hold |
170
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $34K | Hold |
170
| – | – | 0.03% | 93 |
|
|
2022
Q2 | $40K | Buy |
+170
| New | +$40K | 0.03% | 92 |
|