O'Donnell Financial Services’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 | $345K | Buy |
1,015
+101
| +11% | +$34.3K | 0.13% | 42 |
|
|
2025
Q1 | $280K | Buy |
+914
| New | +$280K | 0.12% | 44 |
|
|
2024
Q4 | – | Sell |
-914
| Closed | -$287K | – | 40 |
|
|
2024
Q3 | $287K | Hold |
914
| – | – | 0.12% | 39 |
|
|
2024
Q2 | $272K | Hold |
914
| – | – | 0.12% | 36 |
|
|
2024
Q1 | $263K | Hold |
914
| – | – | 0.12% | 37 |
|
|
2023
Q4 | $240K | Hold |
914
| – | – | 0.12% | 34 |
|
|
2023
Q3 | $215K | Hold |
914
| – | – | 0.12% | 27 |
|
|
2023
Q2 | $223K | Hold |
914
| – | – | 0.13% | 22 |
|
|
2023
Q1 | $206K | Buy |
+914
| New | +$206K | 0.37% | 17 |
|
|
2022
Q3 | – | Sell |
-974
| Closed | -$202K | – | 33 |
|
|
2022
Q2 | $202K | Buy |
974
+60
| +7% | +$12.4K | 0.17% | 34 |
|
|
2022
Q1 | $229K | Hold |
914
| – | – | 0.1% | 35 |
|
|
2021
Q4 | $223K | Hold |
914
| – | – | 0.1% | 40 |
|
|
2021
Q3 | $221K | Buy |
+914
| New | +$221K | 0.11% | 44 |
|