NLP
Next Level Private’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
2,251
+6
| +0.3% | +$2.04K | 0.25% | 66 |
|
|
2025
Q1 | $689K | Sell |
2,245
-9
| -0.4% | -$2.76K | 0.26% | 68 |
|
|
2024
Q4 | $726K | Buy |
2,254
+7
| +0.3% | +$2.26K | 0.29% | 61 |
|
|
2024
Q3 | $707K | Buy |
2,247
+7
| +0.3% | +$2.2K | 0.29% | 65 |
|
|
2024
Q2 | $666K | Buy |
2,240
+6
| +0.3% | +$1.79K | 0.3% | 62 |
|
|
2024
Q1 | $644K | Buy |
2,234
+7
| +0.3% | +$2.02K | 0.3% | 65 |
|
|
2023
Q4 | $584K | Buy |
2,227
+8
| +0.4% | +$2.1K | 0.33% | 57 |
|
|
2023
Q3 | $521K | Buy |
2,219
+9
| +0.4% | +$2.11K | 0.35% | 60 |
|
|
2023
Q2 | $534K | Buy |
+2,210
| New | +$534K | 0.35% | 58 |
|
|
2023
Q1 | – | Sell |
-2,195
| Closed | -$469K | – | 86 |
|
|
2022
Q4 | $469K | Buy |
2,195
+822
| +60% | +$176K | 0.34% | 55 |
|
|
2022
Q3 | $286K | Buy |
+1,373
| New | +$286K | 0.25% | 65 |
|
|
2022
Q2 | – | Sell |
-1,373
| Closed | -$343K | – | 159 |
|
|
2022
Q1 | $343K | Hold |
1,373
| – | – | 0.28% | 66 |
|
|
2021
Q4 | $363K | Buy |
+1,373
| New | +$363K | 0.3% | 61 |
|