Moss Adams 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 | $581K | Hold |
1,711
| – | – | 0.05% | 119 |
|
|
2025
Q1 | $525K | Buy |
1,711
+1,046
| +157% | +$321K | 0.06% | 108 |
|
|
2024
Q4 | $214K | Sell |
665
-397
| -37% | -$128K | 0.02% | 191 |
|
|
2024
Q3 | $334K | Hold |
1,062
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $316K | Hold |
1,062
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $306K | Hold |
1,062
| – | – | 0.05% | 108 |
|
|
2023
Q4 | $279K | Hold |
1,062
| – | – | 0.06% | 94 |
|
|
2023
Q3 | $251K | Hold |
1,062
| – | – | 0.09% | 78 |
|
|
2023
Q2 | $259K | Hold |
1,062
| – | – | 0.08% | 73 |
|
|
2023
Q1 | $239K | Hold |
1,062
| – | – | 0.08% | 81 |
|
|
2022
Q4 | $224K | Buy |
+1,062
| New | +$224K | 0.11% | 92 |
|