MBL 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
Q2 | $267K | Sell |
787
-32
| -4% | -$10.9K | 0.03% | 205 |
|
|
2025
Q1 | $251K | Buy |
819
+62
| +8% | +$19K | 0.03% | 201 |
|
|
2024
Q4 | $244K | Sell |
757
-25
| -3% | -$8.05K | 0.02% | 195 |
|
|
2024
Q3 | $246K | Sell |
782
-9
| -1% | -$2.83K | 0.03% | 178 |
|
|
2024
Q2 | $235K | Buy |
+791
| New | +$235K | 0.03% | 179 |
|
|
2022
Q3 | – | Sell |
-4,550
| Closed | -$945K | – | 165 |
|
|
2022
Q2 | $945K | Buy |
+4,550
| New | +$945K | 0.24% | 64 |
|
|
2021
Q1 | $207K | Sell |
925
-101
| -10% | -$22.6K | 0.07% | 145 |
|
|
2020
Q4 | $217K | Buy |
+1,026
| New | +$217K | 0.09% | 118 |
|