Integrated Investment Consultants’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 | $509K | Hold |
1,500
| – | – | 0.1% | 139 |
|
|
2025
Q1 | $460K | Buy |
+1,500
| New | +$460K | 0.09% | 162 |
|
|
2018
Q3 | – | Sell |
-1,373
| Closed | -$209K | – | 184 |
|
|
2018
Q2 | $209K | Sell |
1,373
-65
| -5% | -$9.89K | 0.11% | 147 |
|
|
2018
Q1 | $211K | Buy |
+1,438
| New | +$211K | 0.08% | 172 |
|
|
2017
Q3 | $201K | Hold |
1,438
| – | – | 0.09% | 155 |
|
|
2017
Q2 | $195K | Hold |
1,438
| – | – | 0.09% | 155 |
|
|
2017
Q1 | $189K | Sell |
1,438
-564
| -28% | -$74.1K | 0.09% | 159 |
|
|
2016
Q4 | $249K | Hold |
2,002
| – | – | 0.12% | 111 |
|
|
2016
Q3 | $237K | Hold |
2,002
| – | – | 0.12% | 108 |
|
|
2016
Q2 | $235K | Hold |
2,002
| – | – | 0.13% | 107 |
|
|
2016
Q1 | $227K | Hold |
2,002
| – | – | 0.13% | 104 |
|
|
2015
Q4 | $211K | Buy |
+2,002
| New | +$211K | 0.17% | 103 |
|