Melfa 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 | $272K | Hold |
800
| – | – | 0.17% | 137 |
|
|
2025
Q1 | $245K | Hold |
800
| – | – | 0.17% | 145 |
|
|
2024
Q4 | $258K | Hold |
800
| – | – | 0.17% | 134 |
|
|
2024
Q3 | $252K | Hold |
800
| – | – | 0.17% | 141 |
|
|
2024
Q2 | $238K | Hold |
800
| – | – | 0.17% | 139 |
|
|
2024
Q1 | $230K | Buy |
+800
| New | +$230K | 0.17% | 141 |
|