Petix & Botte 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 | $223K | Buy |
+658
| New | +$223K | 0.05% | 123 |
|
|
2024
Q2 | – | Sell |
-18,478
| Closed | -$5.32M | – | 139 |
|
|
2024
Q1 | $5.32M | Buy |
+18,478
| New | +$5.32M | 1.32% | 22 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$221K | – | 90 |
|
|
2022
Q1 | $221K | Buy |
+882
| New | +$221K | 0.07% | 108 |
|
|
2021
Q4 | – | Sell |
-882
| Closed | -$214K | – | 94 |
|
|
2021
Q3 | $214K | Buy |
+882
| New | +$214K | 0.07% | 111 |
|
|
2021
Q1 | – | Sell |
-1,195
| Closed | -$253K | – | 77 |
|
|
2020
Q4 | $253K | Buy |
1,195
+1
| +0.1% | +$212 | 0.19% | 69 |
|
|
2020
Q3 | $223K | Sell |
1,194
-1,426
| -54% | -$266K | 0.18% | 70 |
|
|
2020
Q2 | $223K | Buy |
+2,620
| New | +$223K | 0.18% | 69 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$224K | – | 74 |
|
|
2019
Q4 | $224K | Buy |
+1,250
| New | +$224K | 0.18% | 74 |
|