Marks Group 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 | $580K | Hold |
1,708
| – | – | 0.05% | 219 |
|
|
2025
Q1 | $524K | Hold |
1,708
| – | – | 0.05% | 237 |
|
|
2024
Q4 | $550K | Sell |
1,708
-145
| -8% | -$46.7K | 0.05% | 213 |
|
|
2024
Q3 | $583K | Hold |
1,853
| – | – | 0.06% | 212 |
|
|
2024
Q2 | $551K | Buy |
1,853
+231
| +14% | +$68.7K | 0.06% | 213 |
|
|
2024
Q1 | $467K | Hold |
1,622
| – | – | 0.05% | 223 |
|
|
2023
Q4 | $425K | Sell |
1,622
-193
| -11% | -$50.6K | 0.05% | 228 |
|
|
2023
Q3 | $426K | Hold |
1,815
| – | – | 0.05% | 220 |
|
|
2023
Q2 | $442K | Sell |
1,815
-67
| -4% | -$16.3K | 0.05% | 216 |
|
|
2023
Q1 | $424K | Hold |
1,882
| – | – | 0.05% | 220 |
|
|
2022
Q4 | $396K | Sell |
1,882
-122
| -6% | -$25.7K | 0.05% | 225 |
|
|
2022
Q3 | $395K | Hold |
2,004
| – | – | 0.06% | 217 |
|
|
2022
Q2 | $416K | Sell |
2,004
-733
| -27% | -$152K | 0.06% | 217 |
|
|
2022
Q1 | $684K | Hold |
2,737
| – | – | 0.09% | 201 |
|
|
2021
Q4 | $724K | Hold |
2,737
| – | – | 0.09% | 204 |
|
|
2021
Q3 | $661K | Hold |
2,737
| – | – | 0.09% | 185 |
|
|
2021
Q2 | $662K | Hold |
2,737
| – | – | 0.09% | 163 |
|
|
2021
Q1 | $613K | Hold |
2,737
| – | – | 0.09% | 164 |
|
|
2020
Q4 | $580K | Hold |
2,737
| – | – | 0.09% | 166 |
|
|
2020
Q3 | $512K | Hold |
2,737
| – | – | 0.09% | 170 |
|
|
2020
Q2 | $470K | Buy |
+2,737
| New | +$470K | 0.1% | 167 |
|