KPWS
Kestra Private Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,738
+140
| +4% | +$47.5K | 0.02% | 644 |
|
|
2025
Q1 | $1.1M | Sell |
3,598
-2,215
| -38% | -$679K | 0.02% | 644 |
|
|
2024
Q4 | $1.87M | Buy |
5,813
+2,279
| +64% | +$734K | 0.03% | 448 |
|
|
2024
Q3 | $1.11M | Buy |
3,534
+312
| +10% | +$98.1K | 0.02% | 585 |
|
|
2024
Q2 | $959K | Sell |
3,222
-450
| -12% | -$134K | 0.02% | 587 |
|
|
2024
Q1 | $1.06M | Sell |
3,672
-2,902
| -44% | -$836K | 0.02% | 540 |
|
|
2023
Q4 | $1.72M | Buy |
6,574
+1,592
| +32% | +$418K | 0.04% | 381 |
|
|
2023
Q3 | $1.17M | Sell |
4,982
-52
| -1% | -$12.2K | 0.04% | 419 |
|
|
2023
Q2 | $1.23M | Buy |
5,034
+1,589
| +46% | +$387K | 0.04% | 395 |
|
|
2023
Q1 | $776K | Sell |
3,445
-14,008
| -80% | -$3.16M | 0.03% | 481 |
|
|
2022
Q4 | $3.67M | Buy |
17,453
+15,964
| +1,072% | +$3.36M | 0.19% | 138 |
|
|
2022
Q3 | $294K | Buy |
1,489
+153
| +11% | +$30.2K | 0.02% | 662 |
|
|
2022
Q2 | $278K | Buy |
+1,336
| New | +$278K | 0.02% | 679 |
|