Plum Street 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
Q2 | $3.1M | Sell |
9,132
-355
| -4% | -$121K | 1.37% | 22 |
|
|
2025
Q1 | $2.91M | Sell |
9,487
-306
| -3% | -$93.9K | 1.4% | 18 |
|
|
2024
Q4 | $3.15M | Sell |
9,793
-163
| -2% | -$52.5K | 1.56% | 14 |
|
|
2024
Q3 | $3.13M | Sell |
9,956
-381
| -4% | -$120K | 1.58% | 15 |
|
|
2024
Q2 | $3.08M | Buy |
10,337
+381
| +4% | +$113K | 1.79% | 15 |
|
|
2024
Q1 | $3.13M | Sell |
9,956
-950
| -9% | -$299K | 1.58% | 15 |
|
|
2023
Q4 | $2.86M | Buy |
+10,906
| New | +$2.86M | 1.9% | 14 |
|