NovaPoint Capital’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $353K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $243K | Buy |
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