Hurlow Wealth Management Group’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 | $682K | Hold |
2,007
| – | – | 0.19% | 48 |
|
2025
Q1 | $616K | Hold |
2,007
| – | – | 0.19% | 49 |
|
2024
Q4 | $647K | Hold |
2,007
| – | – | 0.2% | 48 |
|
2024
Q3 | $631K | Hold |
2,007
| – | – | 0.2% | 51 |
|
2024
Q2 | $597K | Hold |
2,007
| – | – | 0.21% | 49 |
|
2024
Q1 | $578K | Hold |
2,007
| – | – | 0.2% | 55 |
|
2023
Q4 | $526K | Hold |
2,007
| – | – | 0.2% | 57 |
|
2023
Q3 | $471K | Hold |
2,007
| – | – | 0.21% | 58 |
|
2023
Q2 | $489K | Buy |
+2,007
| New | +$489K | 0.21% | 60 |
|