Investmark Advisory 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 | $355K | Sell |
1,046
-6
| -0.6% | -$2.04K | 0.17% | 90 |
|
|
2025
Q1 | $323K | Buy |
1,052
+2
| +0.2% | +$614 | 0.16% | 91 |
|
|
2024
Q4 | $339K | Buy |
1,050
+3
| +0.3% | +$967 | 0.17% | 88 |
|
|
2024
Q3 | $329K | Buy |
1,047
+3
| +0.3% | +$944 | 0.16% | 93 |
|
|
2024
Q2 | $311K | Buy |
1,044
+8
| +0.8% | +$2.38K | 0.17% | 88 |
|
|
2024
Q1 | $299K | Buy |
1,036
+3
| +0.3% | +$864 | 0.16% | 92 |
|
|
2023
Q4 | $271K | Buy |
1,033
+8
| +0.8% | +$2.1K | 0.16% | 92 |
|
|
2023
Q3 | $241K | Hold |
1,025
| – | – | 0.16% | 87 |
|
|
2023
Q2 | $250K | Buy |
1,025
+3
| +0.3% | +$731 | 0.17% | 87 |
|
|
2023
Q1 | $230K | Buy |
1,022
+3
| +0.3% | +$676 | 0.17% | 90 |
|
|
2022
Q4 | $214K | Buy |
1,019
+5
| +0.5% | +$1.05K | 0.16% | 97 |
|
|
2022
Q3 | $200K | Buy |
1,014
+5
| +0.5% | +$986 | 0.18% | 94 |
|
|
2022
Q2 | $209K | Buy |
1,009
+3
| +0.3% | +$621 | 0.21% | 82 |
|
|
2022
Q1 | $251K | Sell |
1,006
-23
| -2% | -$5.74K | 0.26% | 74 |
|
|
2021
Q4 | $272K | Buy |
+1,029
| New | +$272K | 0.25% | 70 |
|