Pineridge Advisors’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
Q1 | – | Sell |
-416
| Closed | -$134K | – | 590 |
|
2024
Q4 | $134K | Hold |
416
| – | – | 0.05% | 76 |
|
2024
Q3 | $131K | Buy |
416
+1
| +0.2% | +$315 | 0.05% | 81 |
|
2024
Q2 | $123K | Hold |
415
| – | – | 0.04% | 86 |
|
2024
Q1 | $120K | Hold |
415
| – | – | 0.04% | 79 |
|
2023
Q4 | $109K | Buy |
+415
| New | +$109K | 0.04% | 106 |
|