New Century Financial Group’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 | $265K | Buy |
+779
| New | +$265K | 0.31% | 76 |
|
|
2025
Q1 | – | Sell |
-1,032
| Closed | -$336K | – | 222 |
|
|
2024
Q4 | $336K | Buy |
1,032
+3
| +0.3% | +$977 | 0.14% | 192 |
|
|
2024
Q3 | $324K | Buy |
1,029
+154
| +18% | +$48.4K | 0.12% | 211 |
|
|
2024
Q2 | $260K | Sell |
875
-21
| -2% | -$6.25K | 0.11% | 222 |
|
|
2024
Q1 | $258K | Buy |
896
+12
| +1% | +$3.46K | 0.18% | 144 |
|
|
2023
Q4 | $232K | Buy |
+884
| New | +$232K | 0.2% | 143 |
|