MidAtlantic Capital 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 | $295K | Hold |
869
| – | – | 0.21% | 75 |
|
|
2025
Q1 | $267K | Hold |
869
| – | – | 0.21% | 73 |
|
|
2024
Q4 | $280K | Hold |
869
| – | – | 0.21% | 72 |
|
|
2024
Q3 | $273K | Buy |
869
+248
| +40% | +$78K | 0.2% | 71 |
|
|
2024
Q2 | $185K | Hold |
621
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $179K | Hold |
621
| – | – | 0.16% | 80 |
|
|
2023
Q4 | $163K | Buy |
+621
| New | +$163K | 0.16% | 77 |
|