OBWP
O'Brien Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
1,498
| – | – | 0.08% | 35 |
|
|
2025
Q1 | $459K | Sell |
1,498
-76
| -5% | -$23.3K | 0.09% | 32 |
|
|
2024
Q4 | $507K | Hold |
1,574
| – | – | 0.09% | 30 |
|
|
2024
Q3 | $495K | Hold |
1,574
| – | – | 0.1% | 29 |
|
|
2024
Q2 | $468K | Hold |
1,574
| – | – | 0.11% | 28 |
|
|
2024
Q1 | $453K | Sell |
1,574
-69
| -4% | -$19.9K | 0.1% | 29 |
|
|
2023
Q4 | $431K | Sell |
1,643
-116
| -7% | -$30.4K | 0.11% | 27 |
|
|
2023
Q3 | $413K | Hold |
1,759
| – | – | 0.12% | 25 |
|
|
2023
Q2 | $429K | Hold |
1,759
| – | – | 0.13% | 25 |
|
|
2023
Q1 | $396K | Hold |
1,759
| – | – | 0.12% | 26 |
|
|
2022
Q4 | $370K | Hold |
1,759
| – | – | 0.15% | 26 |
|
|
2022
Q3 | $347K | Hold |
1,759
| – | – | 0.15% | 31 |
|
|
2022
Q2 | $365K | Hold |
1,759
| – | – | 0.15% | 27 |
|
|
2022
Q1 | $385K | Hold |
1,759
| – | – | 0.15% | 25 |
|
|
2021
Q4 | $440K | Hold |
1,759
| – | – | 0.15% | 24 |
|
|
2021
Q3 | $429K | Hold |
1,759
| – | – | 0.15% | 23 |
|
|
2021
Q2 | $432K | Sell |
1,759
-257
| -13% | -$63.1K | 0.14% | 25 |
|
|
2021
Q1 | $465K | Sell |
2,016
-36
| -2% | -$8.3K | 0.15% | 25 |
|
|
2020
Q4 | $444K | Sell |
2,052
-311
| -13% | -$67.3K | 0.16% | 22 |
|
|
2020
Q3 | $455K | Hold |
2,363
| – | – | 0.19% | 19 |
|
|
2020
Q2 | $414K | Hold |
2,363
| – | – | 0.17% | 17 |
|
|
2020
Q1 | $326K | Hold |
2,363
| – | – | 0.18% | 22 |
|
|
2019
Q4 | $424K | Sell |
2,363
-1,193
| -34% | -$214K | 0.3% | 23 |
|
|
2019
Q3 | $585K | Hold |
3,556
| – | – | 0.46% | 18 |
|
|
2019
Q2 | $590K | Hold |
3,556
| – | – | 0.43% | 18 |
|
|
2019
Q1 | $559K | Hold |
3,556
| – | – | 0.4% | 18 |
|
|
2018
Q4 | $516K | Buy |
3,556
+2,520
| +243% | +$366K | 0.35% | 17 |
|
|
2018
Q3 | $168K | Hold |
1,036
| – | – | 0.11% | 37 |
|
|
2018
Q2 | $157K | Hold |
1,036
| – | – | 0.12% | 24 |
|
|
2018
Q1 | $152K | Buy |
+1,036
| New | +$152K | 0.1% | 34 |
|