Oak Harbor Wealth Partners’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 | $60.4K | Buy |
178
+53
| +42% | +$18K | 0.02% | 214 |
|
|
2025
Q1 | $38.3K | Hold |
125
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $40.3K | Hold |
125
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $39.3K | Hold |
125
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $37.2K | Hold |
125
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $36K | Hold |
125
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $32.8K | Hold |
125
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $29.4K | Hold |
125
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $30.5K | Hold |
125
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $28.2K | Hold |
125
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $26.3K | Hold |
125
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $25K | Hold |
125
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $26K | Hold |
125
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $31K | Hold |
125
| – | – | 0.01% | 197 |
|
|
2021
Q4 | $33K | Buy |
+125
| New | +$33K | 0.01% | 202 |
|