Newbridge Financial Services 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 | $39.7K | Hold |
117
| – | – | 0.01% | 551 |
|
|
2025
Q1 | $35.9K | Buy |
117
+100
| +588% | +$30.7K | 0.01% | 436 |
|
|
2024
Q4 | $5.37K | Buy |
+17
| New | +$5.37K | ﹤0.01% | 850 |
|
|
2024
Q3 | – | Sell |
-17
| Closed | -$4.93K | – | 879 |
|
|
2024
Q2 | $4.93K | Hold |
17
| – | – | ﹤0.01% | 845 |
|
|
2024
Q1 | $4.76K | Buy |
17
+1
| +6% | +$280 | ﹤0.01% | 896 |
|
|
2023
Q4 | $4.32K | Hold |
16
| – | – | ﹤0.01% | 873 |
|
|
2023
Q3 | $3.84K | Sell |
16
-81
| -84% | -$19.4K | ﹤0.01% | 988 |
|
|
2023
Q2 | $23.5K | Buy |
97
+81
| +506% | +$19.7K | 0.01% | 647 |
|
|
2023
Q1 | $3.67K | Hold |
16
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q4 | $3.42K | Hold |
16
| – | – | ﹤0.01% | 1133 |
|
|
2022
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q1 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 1141 |
|