Keystone Wealth Services’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 | $356K | Buy |
1,049
+1
| +0.1% | +$340 | 0.09% | 208 |
|
|
2025
Q1 | $321K | Buy |
1,048
+2
| +0.2% | +$613 | 0.09% | 196 |
|
|
2024
Q4 | $337K | Buy |
1,046
+1
| +0.1% | +$322 | 0.09% | 191 |
|
|
2024
Q3 | $328K | Buy |
1,045
+2
| +0.2% | +$628 | 0.09% | 197 |
|
|
2024
Q2 | $310K | Buy |
1,043
+1
| +0.1% | +$297 | 0.1% | 175 |
|
|
2024
Q1 | $300K | Buy |
1,042
+2
| +0.2% | +$576 | 0.1% | 171 |
|
|
2023
Q4 | $273K | Buy |
1,040
+4
| +0.4% | +$1.05K | 0.09% | 178 |
|
|
2023
Q3 | $243K | Buy |
1,036
+19
| +2% | +$4.46K | 0.09% | 178 |
|
|
2023
Q2 | $248K | Buy |
1,017
+1
| +0.1% | +$244 | 0.09% | 177 |
|
|
2023
Q1 | $229K | Buy |
1,016
+2
| +0.2% | +$450 | 0.09% | 174 |
|
|
2022
Q4 | $213K | Buy |
+1,014
| New | +$213K | 0.09% | 176 |
|