Landmark Wealth Management (New York)’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 | $1.2M | Sell |
3,546
-1,219
| -26% | -$414K | 0.51% | 42 |
|
|
2025
Q1 | $1.46M | Buy |
4,765
+427
| +10% | +$131K | 0.64% | 38 |
|
|
2024
Q4 | $1.4M | Sell |
4,338
-45
| -1% | -$14.5K | 0.62% | 39 |
|
|
2024
Q3 | $1.38M | Buy |
+4,383
| New | +$1.38M | 0.6% | 39 |
|
|
2024
Q2 | – | Sell |
-5,287
| Closed | -$1.52M | – | 58 |
|
|
2024
Q1 | $1.52M | Sell |
5,287
-225
| -4% | -$64.8K | 0.71% | 36 |
|
|
2023
Q4 | $1.45M | Sell |
5,512
-119
| -2% | -$31.2K | 0.71% | 35 |
|
|
2023
Q3 | $1.32M | Buy |
+5,631
| New | +$1.32M | 0.75% | 33 |
|
|
2023
Q2 | – | Sell |
-6,229
| Closed | -$1.4M | – | 53 |
|
|
2023
Q1 | $1.4M | Buy |
6,229
+208
| +3% | +$46.8K | 0.78% | 33 |
|
|
2022
Q4 | $1.27M | Sell |
6,021
-315
| -5% | -$66.3K | 0.92% | 31 |
|
|
2022
Q3 | $1.25M | Buy |
+6,336
| New | +$1.25M | 0.95% | 28 |
|
|
2022
Q2 | – | Sell |
-13,754
| Closed | -$1.73M | – | 109 |
|
|
2022
Q1 | $1.73M | Buy |
+13,754
| New | +$1.73M | 0.91% | 27 |
|