PBMares Wealth Management’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 | $371K | Hold |
1,092
| – | – | 0.07% | 130 |
|
|
2025
Q1 | $335K | Sell |
1,092
-102
| -9% | -$31.3K | 0.07% | 136 |
|
|
2024
Q4 | $385K | Hold |
1,194
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $375K | Sell |
1,194
-103
| -8% | -$32.4K | 0.08% | 132 |
|
|
2024
Q2 | $386K | Buy |
1,297
+1
| +0.1% | +$297 | 0.09% | 122 |
|
|
2024
Q1 | $373K | Hold |
1,296
| – | – | 0.1% | 126 |
|
|
2023
Q4 | $340K | Hold |
1,296
| – | – | 0.1% | 128 |
|
|
2023
Q3 | $305K | Hold |
1,296
| – | – | 0.11% | 129 |
|
|
2023
Q2 | $316K | Hold |
1,296
| – | – | 0.11% | 132 |
|
|
2023
Q1 | $292K | Hold |
1,296
| – | – | 0.11% | 134 |
|
|
2022
Q4 | $273K | Hold |
1,296
| – | – | 0.11% | 130 |
|
|
2022
Q3 | $256K | Hold |
1,296
| – | – | 0.11% | 135 |
|
|
2022
Q2 | $269K | Sell |
1,296
-2
| -0.2% | -$415 | 0.12% | 126 |
|
|
2022
Q1 | $325K | Hold |
1,298
| – | – | 0.2% | 110 |
|
|
2021
Q4 | $343K | Buy |
1,298
+1
| +0.1% | +$264 | 0.14% | 116 |
|
|
2021
Q3 | $313K | Buy |
1,297
+2
| +0.2% | +$483 | 0.15% | 119 |
|
|
2021
Q2 | $314K | Buy |
1,295
+1
| +0.1% | +$242 | 0.17% | 116 |
|
|
2021
Q1 | $290K | Buy |
1,294
+1
| +0.1% | +$224 | 0.24% | 114 |
|
|
2020
Q4 | $274K | Buy |
+1,293
| New | +$274K | 0.32% | 98 |
|