Palo Alto Wealth Advisors’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 | $4.76M | Buy |
14,011
+6
| +0% | +$2.04K | 1.8% | 13 |
|
|
2025
Q1 | $4.52M | Sell |
14,005
-257
| -2% | -$83K | 1.76% | 14 |
|
|
2024
Q4 | $4.59M | Sell |
14,262
-288
| -2% | -$92.8K | 1.61% | 12 |
|
|
2024
Q3 | $4.66M | Sell |
14,550
-100
| -0.7% | -$32K | 1.93% | 12 |
|
|
2024
Q2 | $4.36M | Sell |
14,650
-305
| -2% | -$90.8K | 3.01% | 10 |
|
|
2024
Q1 | $4.31M | Sell |
14,955
-585
| -4% | -$169K | 3.04% | 10 |
|
|
2023
Q4 | $4.08M | Sell |
15,540
-100
| -0.6% | -$26.2K | 3.08% | 10 |
|
|
2023
Q3 | $3.69M | Sell |
15,640
-344
| -2% | -$81.2K | 3.08% | 11 |
|
|
2023
Q2 | $3.9M | Sell |
15,984
-463
| -3% | -$113K | 3.11% | 12 |
|
|
2023
Q1 | $3.7M | Sell |
16,447
-1,475
| -8% | -$332K | 2.97% | 12 |
|
|
2022
Q4 | $3.77M | Buy |
+17,922
| New | +$3.77M | 3.22% | 12 |
|