Napatree Capital’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
Q1 | $408K | Sell |
1,330
-58
| -4% | -$17.8K | 0.23% | 120 |
|
|
2024
Q4 | $447K | Buy |
+1,388
| New | +$447K | 0.26% | 101 |
|
|
2024
Q3 | – | Sell |
-1,094
| Closed | -$326K | – | 162 |
|
|
2024
Q2 | $326K | Sell |
1,094
-99
| -8% | -$29.5K | 0.26% | 105 |
|
|
2024
Q1 | $329K | Sell |
1,193
-88
| -7% | -$24.3K | 0.32% | 91 |
|
|
2023
Q4 | $336K | Buy |
+1,281
| New | +$336K | 0.34% | 90 |
|