Old North State Wealth Management’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
Q3 | $829K | Buy |
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|
2025
Q2 | $768K | Buy |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $586K | Buy |
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