Midland Wealth 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 | $778K | Sell |
2,292
-21
| -0.9% | -$7.13K | 0.04% | 88 |
|
|
2025
Q1 | $709K | Sell |
2,313
-93
| -4% | -$28.5K | 0.04% | 98 |
|
|
2024
Q4 | $775K | Sell |
2,406
-124
| -5% | -$39.9K | 0.05% | 100 |
|
|
2024
Q3 | $795K | Sell |
2,530
-480
| -16% | -$151K | 0.05% | 110 |
|
|
2024
Q2 | $896K | Buy |
3,010
+450
| +18% | +$134K | 0.05% | 96 |
|
|
2024
Q1 | $737K | Hold |
2,560
| – | – | 0.05% | 110 |
|
|
2023
Q4 | $671K | Buy |
+2,560
| New | +$671K | 0.05% | 113 |
|