Philip James Wealth Mangement’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 | $1.35M | Sell |
3,975
-1
| -0% | -$340 | 0.17% | 77 |
|
|
2025
Q1 | $1.22M | Sell |
3,976
-71
| -2% | -$21.8K | 0.15% | 78 |
|
|
2024
Q4 | $1.3M | Hold |
4,047
| – | – | 0.17% | 76 |
|
|
2024
Q3 | $1.27M | Buy |
4,047
+14
| +0.3% | +$4.4K | 0.16% | 73 |
|
|
2024
Q2 | $1.2M | Buy |
4,033
+10
| +0.2% | +$2.98K | 0.8% | 23 |
|
|
2024
Q1 | $1.16M | Sell |
4,023
-32
| -0.8% | -$9.22K | 0.82% | 24 |
|
|
2023
Q4 | $1.06M | Buy |
+4,055
| New | +$1.06M | 0.82% | 22 |
|