MB, Levis & 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 | $38.7K | Hold |
114
| – | – | 0.02% | 139 |
|
2025
Q1 | $35K | Hold |
114
| – | – | 0.02% | 139 |
|
2024
Q4 | $36.7K | Hold |
114
| – | – | 0.02% | 130 |
|
2024
Q3 | $35.8K | Hold |
114
| – | – | 0.02% | 133 |
|
2024
Q2 | $33.9K | Hold |
114
| – | – | 0.02% | 131 |
|
2024
Q1 | $32.8K | Hold |
114
| – | – | 0.02% | 135 |
|
2023
Q4 | $29.9K | Hold |
114
| – | – | 0.02% | 135 |
|
2023
Q3 | $26.8K | Hold |
114
| – | – | 0.02% | 142 |
|
2023
Q2 | $27.8K | Hold |
114
| – | – | 0.02% | 145 |
|
2023
Q1 | $25.7K | Hold |
114
| – | – | 0.02% | 147 |
|
2022
Q4 | $24K | Buy |
+114
| New | +$24K | 0.02% | 139 |
|