HWM
Howard Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
977
-1
| -0.1% | -$339 | 0.17% | 91 |
|
|
2025
Q1 | $300K | Buy |
978
+1
| +0.1% | +$307 | 0.17% | 91 |
|
|
2024
Q4 | $315K | Buy |
977
+3
| +0.3% | +$966 | 0.17% | 89 |
|
|
2024
Q3 | $306K | Buy |
974
+2
| +0.2% | +$629 | 0.18% | 93 |
|
|
2024
Q2 | $289K | Sell |
972
-3
| -0.3% | -$892 | 0.23% | 79 |
|
|
2024
Q1 | $281K | Sell |
975
-20
| -2% | -$5.76K | 0.23% | 81 |
|
|
2023
Q4 | $261K | Sell |
995
-100
| -9% | -$26.2K | 0.22% | 87 |
|
|
2023
Q3 | $257K | Hold |
1,095
| – | – | 0.24% | 81 |
|
|
2023
Q2 | $267K | Hold |
1,095
| – | – | 0.23% | 81 |
|
|
2023
Q1 | $247K | Sell |
1,095
-10
| -0.9% | -$2.25K | 0.21% | 92 |
|
|
2022
Q4 | $233K | Sell |
1,105
-75
| -6% | -$15.8K | 0.19% | 97 |
|
|
2022
Q3 | $232K | Buy |
+1,180
| New | +$232K | 0.16% | 106 |
|
|
2022
Q2 | – | Sell |
-1,180
| Closed | -$295K | – | 98 |
|
|
2022
Q1 | $295K | Buy |
1,180
+20
| +2% | +$5K | 0.16% | 104 |
|
|
2021
Q4 | $306K | Buy |
1,160
+5
| +0.4% | +$1.32K | 0.16% | 104 |
|
|
2021
Q3 | $279K | Hold |
1,155
| – | – | 0.16% | 104 |
|
|
2021
Q2 | $279K | Buy |
1,155
+10
| +0.9% | +$2.42K | 0.15% | 109 |
|
|
2021
Q1 | $256K | Sell |
1,145
-55
| -5% | -$12.3K | 0.15% | 109 |
|
|
2020
Q4 | $254K | Buy |
1,200
+25
| +2% | +$5.29K | 0.16% | 108 |
|
|
2020
Q3 | $219K | Hold |
1,175
| – | – | 0.16% | 112 |
|
|
2020
Q2 | $201K | Buy |
+1,175
| New | +$201K | 0.16% | 107 |
|
|
2020
Q1 | – | Sell |
-1,125
| Closed | -$200K | – | 297 |
|
|
2019
Q4 | $200K | Buy |
+1,125
| New | +$200K | 0.17% | 97 |
|