Personal CFO Solutions’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.07M | Buy |
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