Modern 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 | $792K | Buy |
2,333
+53
| +2% | +$18K | 0.02% | 398 |
|
|
2025
Q1 | $699K | Buy |
2,280
+935
| +70% | +$287K | 0.02% | 362 |
|
|
2024
Q4 | $433K | Buy |
1,345
+224
| +20% | +$72.2K | 0.02% | 385 |
|
|
2024
Q3 | $352K | Hold |
1,121
| – | – | 0.02% | 312 |
|
|
2024
Q2 | $334K | Hold |
1,121
| – | – | 0.02% | 289 |
|
|
2024
Q1 | $323K | Hold |
1,121
| – | – | 0.03% | 231 |
|
|
2023
Q4 | $294K | Buy |
+1,121
| New | +$294K | 0.04% | 142 |
|