Marquette Associates’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 | $269K | Hold |
792
| – | – | 0.26% | 20 |
|
|
2025
Q1 | $243K | Buy |
792
+471
| +147% | +$144K | 0.24% | 22 |
|
|
2024
Q4 | $103K | Sell |
321
-102
| -24% | -$32.9K | 0.09% | 26 |
|
|
2024
Q3 | $133K | Sell |
423
-50
| -11% | -$15.7K | 0.1% | 23 |
|
|
2024
Q2 | $141K | Hold |
473
| – | – | 0.11% | 24 |
|
|
2024
Q1 | $136K | Hold |
473
| – | – | 0.1% | 25 |
|
|
2023
Q4 | $124K | Buy |
+473
| New | +$124K | 0.12% | 23 |
|