Penney Financial’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 | $808K | Hold |
2,380
| – | – | 0.41% | 22 |
|
|
2025
Q1 | $730K | Hold |
2,380
| – | – | 0.48% | 17 |
|
|
2024
Q4 | $767K | Hold |
2,380
| – | – | 0.51% | 17 |
|
|
2024
Q3 | $748K | Hold |
2,380
| – | – | 0.51% | 17 |
|
|
2024
Q2 | $708K | Hold |
2,380
| – | – | 0.52% | 18 |
|
|
2024
Q1 | $686K | Hold |
2,380
| – | – | 0.51% | 18 |
|
|
2023
Q4 | $624K | Buy |
+2,380
| New | +$624K | 0.52% | 19 |
|