JFG Wealth Management’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 | $2.48M | Sell |
7,289
-1,888
| -21% | -$641K | 0.52% | 16 |
|
|
2025
Q1 | $2.81M | Sell |
9,177
-646
| -7% | -$198K | 0.64% | 14 |
|
|
2024
Q4 | $3.16M | Buy |
9,823
+24
| +0.2% | +$7.73K | 0.73% | 12 |
|
|
2024
Q3 | $3.08M | Buy |
9,799
+26
| +0.3% | +$8.17K | 0.85% | 12 |
|
|
2024
Q2 | $2.91M | Buy |
9,773
+1,963
| +25% | +$584K | 0.83% | 13 |
|
|
2024
Q1 | $2.25M | Buy |
7,810
+97
| +1% | +$27.9K | 0.6% | 16 |
|
|
2023
Q4 | $2.02M | Buy |
7,713
+62
| +0.8% | +$16.3K | 0.58% | 16 |
|
|
2023
Q3 | $1.8M | Hold |
7,651
| – | – | 0.59% | 12 |
|
|
2023
Q2 | $1.86M | Buy |
7,651
+20
| +0.3% | +$4.88K | 0.57% | 12 |
|
|
2023
Q1 | $1.72M | Sell |
7,631
-337
| -4% | -$75.9K | 0.59% | 11 |
|
|
2022
Q4 | $1.68M | Buy |
+7,968
| New | +$1.68M | 0.54% | 12 |
|