Maryland Capital Advisors’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 | $88.6K | Hold |
261
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $80.1K | Hold |
261
| – | – | 0.04% | 103 |
|
|
2024
Q4 | $84.1K | Hold |
261
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $82.1K | Hold |
261
| – | – | 0.04% | 103 |
|
|
2024
Q2 | $77.7K | Hold |
261
| – | – | 0.04% | 102 |
|
|
2024
Q1 | $75.2K | Hold |
261
| – | – | 0.05% | 101 |
|
|
2023
Q4 | $68.5K | Hold |
261
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $61.3K | Hold |
261
| – | – | 0.05% | 99 |
|
|
2023
Q2 | $63.6K | Hold |
261
| – | – | 0.05% | 98 |
|
|
2023
Q1 | $58.8K | Hold |
261
| – | – | 0.05% | 99 |
|
|
2022
Q4 | $54.9K | Hold |
261
| – | – | 0.05% | 99 |
|
|
2022
Q3 | $52K | Hold |
261
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $54K | Sell |
261
-26
| -9% | -$5.38K | 0.06% | 88 |
|
|
2022
Q1 | $72K | Hold |
287
| – | – | 0.06% | 79 |
|
|
2021
Q4 | $76K | Buy |
+287
| New | +$76K | 0.06% | 76 |
|