Marcum Wealth’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
Q1 | $368K | Buy |
1,201
+123
| +11% | +$37.7K | 0.03% | 245 |
|
|
2024
Q4 | $347K | Buy |
1,078
+22
| +2% | +$7.09K | 0.03% | 259 |
|
|
2024
Q3 | $332K | Hold |
1,056
| – | – | 0.03% | 264 |
|
|
2024
Q2 | $314K | Sell |
1,056
-17
| -2% | -$5.06K | 0.03% | 262 |
|
|
2024
Q1 | $309K | Hold |
1,073
| – | – | 0.03% | 261 |
|
|
2023
Q4 | $281K | Hold |
1,073
| – | – | 0.03% | 266 |
|
|
2023
Q3 | $252K | Sell |
1,073
-21
| -2% | -$4.93K | 0.03% | 276 |
|
|
2023
Q2 | $267K | Buy |
+1,094
| New | +$267K | 0.03% | 270 |
|
|
2023
Q1 | – | Sell |
-1,066
| Closed | -$224K | – | 414 |
|
|
2022
Q4 | $224K | Buy |
+1,066
| New | +$224K | 0.03% | 288 |
|
|
2022
Q1 | – | Sell |
-842
| Closed | -$223K | – | 392 |
|
|
2021
Q4 | $223K | Buy |
+842
| New | +$223K | 0.03% | 308 |
|