OCPWS
One Charles Private Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
808
| – | – | 0.08% | 127 |
|
|
2025
Q1 | $248K | Hold |
808
| – | – | 0.08% | 124 |
|
|
2024
Q4 | $260K | Sell |
808
-40
| -5% | -$12.9K | 0.09% | 123 |
|
|
2024
Q3 | $267K | Hold |
848
| – | – | 0.1% | 127 |
|
|
2024
Q2 | $252K | Hold |
848
| – | – | 0.11% | 122 |
|
|
2024
Q1 | $244K | Hold |
848
| – | – | 0.11% | 131 |
|
|
2023
Q4 | $222K | Buy |
+848
| New | +$222K | 0.12% | 131 |
|