Personal CFO Solutions’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 | $443K | Buy |
1,306
+531
| +69% | +$180K | 0.08% | 244 |
|
|
2025
Q1 | $238K | Buy |
+775
| New | +$238K | 0.05% | 382 |
|
|
2024
Q2 | – | Sell |
-729
| Closed | -$210K | – | 574 |
|
|
2024
Q1 | $210K | Sell |
729
-740
| -50% | -$213K | 0.03% | 508 |
|
|
2023
Q4 | $385K | Buy |
1,469
+528
| +56% | +$139K | 0.07% | 307 |
|
|
2023
Q3 | $221K | Buy |
+941
| New | +$221K | 0.04% | 411 |
|
|
2023
Q1 | – | Sell |
-1,727
| Closed | -$364K | – | 492 |
|
|
2022
Q4 | $364K | Buy |
+1,727
| New | +$364K | 0.08% | 251 |
|
|
2022
Q3 | – | Sell |
-2,499
| Closed | -$519K | – | 444 |
|
|
2022
Q2 | $519K | Buy |
+2,499
| New | +$519K | 0.12% | 151 |
|
|
2022
Q1 | – | Sell |
-881
| Closed | -$233K | – | 495 |
|
|
2021
Q4 | $233K | Buy |
+881
| New | +$233K | 0.04% | 400 |
|
|
2020
Q2 | – | Sell |
-7,598
| Closed | -$1.08M | – | 337 |
|
|
2020
Q1 | $1.08M | Buy |
+7,598
| New | +$1.08M | 0.39% | 58 |
|