Optimist Retirement Group’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 | $1.2M | Buy |
3,542
+102
| +3% | +$34.6K | 0.58% | 44 |
|
|
2025
Q1 | $1.06M | Hold |
3,440
| – | – | 0.53% | 44 |
|
|
2024
Q4 | $1.11M | Hold |
3,440
| – | – | 0.52% | 39 |
|
|
2024
Q3 | $1.08M | Hold |
3,440
| – | – | 0.49% | 46 |
|
|
2024
Q2 | $1.02M | Buy |
3,440
+2
| +0.1% | +$595 | 0.54% | 44 |
|
|
2024
Q1 | $990K | Hold |
3,438
| – | – | 0.51% | 44 |
|
|
2023
Q4 | $902K | Buy |
+3,438
| New | +$902K | 0.59% | 36 |
|