Precedent Wealth Partners’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 | $4.15M | Sell |
12,223
-1,711
| -12% | -$581K | 1.02% | 24 |
|
|
2025
Q1 | $4.27M | Buy |
13,934
+867
| +7% | +$266K | 1.19% | 21 |
|
|
2024
Q4 | $4.21M | Buy |
13,067
+1,111
| +9% | +$358K | 1.37% | 18 |
|
|
2024
Q3 | $3.76M | Buy |
11,956
+3,765
| +46% | +$1.18M | 1.24% | 18 |
|
|
2024
Q2 | $2.44M | Buy |
8,191
+2,057
| +34% | +$612K | 0.98% | 25 |
|
|
2024
Q1 | $1.77M | Buy |
6,134
+2,062
| +51% | +$594K | 0.76% | 31 |
|
|
2023
Q4 | $1.07M | Buy |
+4,072
| New | +$1.07M | 0.54% | 41 |
|