PFG Private 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 | – | Sell |
-451
| Closed | -$138K | – | 147 |
|
|
2025
Q1 | $138K | Buy |
451
+17
| +4% | +$5.22K | 0.07% | 75 |
|
|
2024
Q4 | $140K | Hold |
434
| – | – | 0.08% | 67 |
|
|
2024
Q3 | $136K | Hold |
434
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $129K | Hold |
434
| – | – | 0.08% | 73 |
|
|
2024
Q1 | $125K | Hold |
434
| – | – | 0.08% | 73 |
|
|
2023
Q4 | $114K | Hold |
434
| – | – | 0.08% | 68 |
|
|
2023
Q3 | $102K | Sell |
434
-210
| -33% | -$49.3K | 0.08% | 67 |
|
|
2023
Q2 | $157K | Hold |
644
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $145K | Hold |
644
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $136K | Hold |
644
| – | – | 0.08% | 68 |
|
|
2022
Q3 | $127K | Hold |
644
| – | – | 0.08% | 66 |
|
|
2022
Q2 | $134K | Buy |
644
+210
| +48% | +$43.7K | 0.08% | 76 |
|
|
2022
Q1 | $109K | Hold |
434
| – | – | 0.06% | 107 |
|
|
2021
Q4 | $115K | Hold |
434
| – | – | 0.06% | 74 |
|
|
2021
Q3 | $105K | Buy |
+434
| New | +$105K | 0.06% | 67 |
|