King Wealth Management Group’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 | $248K | Hold |
731
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $224K | Sell |
731
-58
| -7% | -$17.8K | 0.03% | 143 |
|
|
2024
Q4 | $254K | Sell |
789
-754
| -49% | -$243K | 0.04% | 127 |
|
|
2024
Q3 | $293K | Buy |
1,543
+651
| +73% | +$124K | 0.05% | 116 |
|
|
2024
Q2 | $265K | Hold |
892
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $257K | Sell |
892
-102
| -10% | -$29.4K | 0.05% | 123 |
|
|
2023
Q4 | $261K | Sell |
994
-9
| -0.9% | -$2.36K | 0.05% | 117 |
|
|
2023
Q3 | $236K | Buy |
1,003
+88
| +10% | +$20.7K | 0.05% | 127 |
|
|
2023
Q2 | $223K | Hold |
915
| – | – | 0.05% | 131 |
|
|
2023
Q1 | $206K | Buy |
+915
| New | +$206K | 0.05% | 135 |
|
|
2022
Q2 | – | Sell |
-915
| Closed | -$229K | – | 170 |
|
|
2022
Q1 | $229K | Hold |
915
| – | – | 0.05% | 155 |
|
|
2021
Q4 | $242K | Hold |
915
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $221K | Hold |
915
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $222K | Hold |
915
| – | – | 0.05% | 159 |
|
|
2021
Q1 | $205K | Buy |
+915
| New | +$205K | 0.05% | 153 |
|