NAM
NTV Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
1,520
+625
| +70% | +$212K | 0.06% | 190 |
|
|
2025
Q1 | $275K | Buy |
895
+71
| +9% | +$21.8K | 0.04% | 243 |
|
|
2024
Q4 | $265K | Buy |
+824
| New | +$265K | 0.04% | 235 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$229K | – | 202 |
|
|
2014
Q4 | $229K | Hold |
2,000
| – | – | 0.07% | 191 |
|
|
2014
Q3 | $219K | Hold |
2,000
| – | – | 0.07% | 187 |
|
|
2014
Q2 | $220K | Hold |
2,000
| – | – | 0.07% | 190 |
|
|
2014
Q1 | $209K | Hold |
2,000
| – | – | 0.07% | 188 |
|
|
2013
Q4 | $206K | Sell |
2,000
-2,000
| -50% | -$206K | 0.07% | 193 |
|
|
2013
Q3 | $376K | Sell |
4,000
-4,000
| -50% | -$376K | 0.13% | 151 |
|
|
2013
Q2 | $719K | Buy |
+8,000
| New | +$719K | 0.26% | 104 |
|