MPW
MA Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
2,873
-216
| -7% | -$73.3K | 0.17% | 52 |
|
|
2025
Q1 | $948K | Sell |
3,089
-178
| -5% | -$54.6K | 0.18% | 46 |
|
|
2024
Q4 | $1.05M | Hold |
3,267
| – | – | 0.2% | 40 |
|
|
2024
Q3 | $1.03M | Sell |
3,267
-9
| -0.3% | -$2.83K | 0.19% | 43 |
|
|
2024
Q2 | $975K | Buy |
+3,276
| New | +$975K | 0.19% | 42 |
|
|
2023
Q1 | – | Sell |
-6,299
| Closed | -$1.33M | – | 76 |
|
|
2022
Q4 | $1.33M | Buy |
+6,299
| New | +$1.33M | 0.32% | 40 |
|