PSIWM
Paradigm Strategies in Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
1,598
-32
| -2% | -$10.9K | 0.36% | 32 |
|
|
2025
Q1 | $500K | Hold |
1,630
| – | – | 0.34% | 33 |
|
|
2024
Q4 | $525K | Hold |
1,630
| – | – | 0.35% | 31 |
|
|
2024
Q3 | $512K | Hold |
1,630
| – | – | 0.32% | 29 |
|
|
2024
Q2 | $485K | Hold |
1,630
| – | – | 0.3% | 27 |
|
|
2024
Q1 | $469K | Hold |
1,630
| – | – | 0.29% | 29 |
|
|
2023
Q4 | $427K | Hold |
1,630
| – | – | 0.28% | 28 |
|
|
2023
Q3 | $383K | Hold |
1,630
| – | – | 0.24% | 29 |
|
|
2023
Q2 | $397K | Hold |
1,630
| – | – | 0.27% | 26 |
|
|
2023
Q1 | $367K | Hold |
1,630
| – | – | 0.29% | 26 |
|
|
2022
Q4 | $343K | Hold |
1,630
| – | – | 0.31% | 27 |
|
|
2022
Q3 | $322K | Hold |
1,630
| – | – | 0.29% | 29 |
|
|
2022
Q2 | $339K | Hold |
1,630
| – | – | 0.37% | 29 |
|
|
2022
Q1 | $408K | Sell |
1,630
-20
| -1% | -$5.01K | 0.43% | 28 |
|
|
2021
Q4 | $436K | Hold |
1,650
| – | – | 0.44% | 26 |
|
|
2021
Q3 | $399K | Hold |
1,650
| – | – | 0.38% | 29 |
|
|
2021
Q2 | $399K | Hold |
1,650
| – | – | 0.36% | 30 |
|
|
2021
Q1 | $369K | Buy |
+1,650
| New | +$369K | 0.36% | 30 |
|