NewEdge Wealth’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 | $1.42M | Sell |
4,084
-515
| -11% | -$179K | 0.02% | 455 |
|
|
2025
Q1 | $1.41M | Sell |
4,599
-51
| -1% | -$15.6K | 0.03% | 418 |
|
|
2024
Q4 | $1.5M | Sell |
4,650
-57
| -1% | -$18.4K | 0.03% | 412 |
|
|
2024
Q3 | $1.48M | Buy |
4,707
+166
| +4% | +$52.2K | 0.03% | 397 |
|
|
2024
Q2 | $1.35M | Sell |
4,541
-60
| -1% | -$17.9K | 0.03% | 375 |
|
|
2024
Q1 | $1.28M | Sell |
4,601
-348
| -7% | -$96.7K | 0.03% | 387 |
|
|
2023
Q4 | $1.3M | Buy |
4,949
+35
| +0.7% | +$9.18K | 0.03% | 361 |
|
|
2023
Q3 | $1.15M | Sell |
4,914
-254
| -5% | -$59.7K | 0.04% | 336 |
|
|
2023
Q2 | $1.26M | Sell |
5,168
-551
| -10% | -$134K | 0.04% | 319 |
|
|
2023
Q1 | $1.29M | Sell |
5,719
-117
| -2% | -$26.4K | 0.05% | 283 |
|
|
2022
Q4 | $1.23M | Buy |
5,836
+359
| +7% | +$75.6K | 0.05% | 270 |
|
|
2022
Q3 | $1.08M | Buy |
+5,477
| New | +$1.08M | 0.05% | 268 |
|