IW
Instrumental Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,494
+4
| +0.1% | +$1.37K | 0.95% | 18 |
|
|
2025
Q1 | $1.06M | Sell |
3,490
-34
| -1% | -$10.3K | 0.96% | 17 |
|
|
2024
Q4 | $1.16M | Hold |
3,524
| – | – | 1.1% | 14 |
|
|
2024
Q3 | $1.13M | Sell |
3,524
-880
| -20% | -$282K | 1.1% | 15 |
|
|
2024
Q2 | $1.3M | Hold |
4,404
| – | – | 1.34% | 15 |
|
|
2024
Q1 | $1.28M | Hold |
4,404
| – | – | 0.56% | 17 |
|
|
2023
Q4 | $1.18M | Sell |
4,404
-22
| -0.5% | -$5.88K | 1.27% | 15 |
|
|
2023
Q3 | $1.06M | Buy |
4,426
+22
| +0.5% | +$5.27K | 1.24% | 15 |
|
|
2023
Q2 | $1.08M | Hold |
4,404
| – | – | 1.3% | 12 |
|
|
2023
Q1 | $985K | Buy |
+4,404
| New | +$985K | 1.3% | 13 |
|