One Capital 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
Q2
$213K Sell
2025
Q1
$227K Buy
2024
Q4
$230K Sell
2024
Q3
$307K Sell
2024
Q2
$324K Buy
2024
Q1
$262K Buy
2022
Q2
Sell
2022
Q1
$210K Buy
2021
Q3
Sell
2021
Q2
$614K Buy
2015
Q3
Sell
2015
Q2
$231K Buy
2015
Q1
$231K Buy
2014
Q4
$228K Buy
2014
Q3
$201K Sell
2014
Q2
$208K Sell
2014
Q1
$211K Buy