JPL 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 | $713K | Hold |
2,099
| – | – | 0.19% | 83 |
|
|
2025
Q1 | $644K | Hold |
2,099
| – | – | 0.18% | 85 |
|
|
2024
Q4 | $676K | Buy |
+2,099
| New | +$676K | 0.19% | 81 |
|
|
2024
Q2 | $598K | Hold |
2,009
| – | – | 0.29% | 76 |
|
|
2024
Q1 | $579K | Buy |
2,009
+955
| +91% | +$275K | 0.32% | 75 |
|
|
2023
Q4 | $276K | Buy |
+1,054
| New | +$276K | 0.2% | 92 |
|