&Partners’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 | $26.2M | Buy |
77,585
+2,530
| +3% | +$853K | 0.2% | 109 |
|
|
2025
Q1 | $22.9M | Buy |
75,055
+48,975
| +188% | +$15M | 0.24% | 91 |
|
|
2024
Q4 | $8.48M | Buy |
26,080
+11,531
| +79% | +$3.75M | 0.1% | 197 |
|
|
2024
Q3 | $4.62M | Buy |
14,549
+489
| +3% | +$155K | 0.09% | 217 |
|
|
2024
Q2 | $4.18M | Buy |
14,060
+3,086
| +28% | +$918K | 0.18% | 126 |
|
|
2024
Q1 | $3.15M | Sell |
10,974
-50,100
| -82% | -$14.4M | 0.43% | 46 |
|
|
2023
Q4 | $16M | Buy |
+61,074
| New | +$16M | 3.89% | 3 |
|