Keebeck 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 | $1.67M | Buy |
4,919
+608
| +14% | +$206K | 0.22% | 110 |
|
|
2025
Q1 | $1.32M | Buy |
4,311
+632
| +17% | +$194K | 0.2% | 114 |
|
|
2024
Q4 | $1.19M | Hold |
3,679
| – | – | 0.17% | 123 |
|
|
2024
Q3 | $1.16M | Buy |
3,679
+122
| +3% | +$38.4K | 0.17% | 125 |
|
|
2024
Q2 | $1.06M | Buy |
3,557
+4
| +0.1% | +$1.19K | 0.16% | 131 |
|
|
2024
Q1 | $1.02M | Sell |
3,553
-529
| -13% | -$152K | 0.15% | 138 |
|
|
2023
Q4 | $1.07M | Buy |
4,082
+403
| +11% | +$106K | 0.18% | 127 |
|
|
2023
Q3 | $868K | Buy |
3,679
+78
| +2% | +$18.4K | 0.15% | 132 |
|
|
2023
Q2 | $878K | Sell |
3,601
-1
| -0% | -$244 | 0.12% | 136 |
|
|
2023
Q1 | $811K | Buy |
3,602
+1,674
| +87% | +$377K | 0.13% | 126 |
|
|
2022
Q4 | $406K | Buy |
1,928
+93
| +5% | +$19.6K | 0.07% | 172 |
|
|
2022
Q3 | $362K | Buy |
+1,835
| New | +$362K | 0.07% | 175 |
|