Madison Wealth Partners’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 | $359K | Buy |
1,057
+2
| +0.2% | +$679 | 0.08% | 110 |
|
|
2025
Q1 | $324K | Buy |
1,055
+13
| +1% | +$3.99K | 0.08% | 110 |
|
|
2024
Q4 | $336K | Buy |
1,042
+1
| +0.1% | +$322 | 0.09% | 108 |
|
|
2024
Q3 | $327K | Hold |
1,041
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $310K | Hold |
1,041
| – | – | 0.11% | 92 |
|
|
2024
Q1 | $300K | Buy |
1,041
+117
| +13% | +$33.7K | 0.11% | 95 |
|
|
2023
Q4 | $242K | Hold |
924
| – | – | 0.1% | 104 |
|
|
2023
Q3 | $217K | Sell |
924
-4
| -0.4% | -$940 | 0.11% | 84 |
|
|
2023
Q2 | $226K | Hold |
928
| – | – | 0.11% | 86 |
|
|
2023
Q1 | $209K | Buy |
+928
| New | +$209K | 0.11% | 80 |
|
|
2022
Q3 | – | Sell |
-1,025
| Closed | -$213K | – | 73 |
|
|
2022
Q2 | $213K | Buy |
+1,025
| New | +$213K | 0.14% | 72 |
|