LongView 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 | $426K | Sell |
1,253
-323
| -20% | -$110K | 0.13% | 136 |
|
|
2025
Q1 | $483K | Sell |
1,576
-516
| -25% | -$158K | 0.15% | 119 |
|
|
2024
Q4 | $674K | Sell |
2,092
-93
| -4% | -$30K | 0.21% | 91 |
|
|
2024
Q3 | $687K | Sell |
2,185
-514
| -19% | -$162K | 0.22% | 86 |
|
|
2024
Q2 | $803K | Sell |
2,699
-9
| -0.3% | -$2.68K | 0.3% | 72 |
|
|
2024
Q1 | $780K | Buy |
2,708
+682
| +34% | +$196K | 0.31% | 70 |
|
|
2023
Q4 | $529K | Buy |
+2,026
| New | +$529K | 0.24% | 91 |
|