PWMG
Prestige Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
625
| – | – | 0.04% | 163 |
|
|
2025
Q1 | $192K | Sell |
625
-154
| -20% | -$47.2K | 0.04% | 156 |
|
|
2024
Q4 | $251K | Hold |
779
| – | – | 0.05% | 147 |
|
|
2024
Q3 | $245K | Hold |
779
| – | – | 0.05% | 146 |
|
|
2024
Q2 | $232K | Sell |
779
-48
| -6% | -$14.3K | 0.05% | 132 |
|
|
2024
Q1 | $238K | Sell |
827
-139
| -14% | -$40K | 0.05% | 143 |
|
|
2023
Q4 | $253K | Sell |
966
-25
| -3% | -$6.56K | 0.06% | 126 |
|
|
2023
Q3 | $234K | Sell |
991
-515
| -34% | -$121K | 0.06% | 126 |
|
|
2023
Q2 | $367K | Sell |
1,506
-50
| -3% | -$12.2K | 0.09% | 109 |
|
|
2023
Q1 | $350K | Sell |
1,556
-380
| -20% | -$85.6K | 0.09% | 111 |
|
|
2022
Q4 | $408K | Sell |
1,936
-452
| -19% | -$95.2K | 0.11% | 89 |
|
|
2022
Q3 | $471K | Sell |
2,388
-128
| -5% | -$25.2K | 0.13% | 74 |
|
|
2022
Q2 | $523K | Sell |
2,516
-29
| -1% | -$6.03K | 0.14% | 69 |
|
|
2022
Q1 | $636K | Sell |
2,545
-27
| -1% | -$6.75K | 0.16% | 67 |
|
|
2021
Q4 | $680K | Sell |
2,572
-8
| -0.3% | -$2.12K | 0.16% | 65 |
|
|
2021
Q3 | $624K | Sell |
2,580
-8
| -0.3% | -$1.94K | 0.16% | 61 |
|
|
2021
Q2 | $627K | Sell |
2,588
-2
| -0.1% | -$485 | 0.17% | 58 |
|
|
2021
Q1 | $580K | Sell |
2,590
-43
| -2% | -$9.63K | 0.16% | 59 |
|
|
2020
Q4 | $558K | Sell |
2,633
-249
| -9% | -$52.8K | 0.15% | 68 |
|
|
2020
Q3 | $539K | Sell |
2,882
-285
| -9% | -$53.3K | 0.16% | 67 |
|
|
2020
Q2 | $544K | Sell |
3,167
-730
| -19% | -$125K | 0.19% | 54 |
|
|
2020
Q1 | $552K | Sell |
3,897
-10
| -0.3% | -$1.42K | 0.23% | 45 |
|
|
2019
Q4 | $697K | Sell |
3,907
-121
| -3% | -$21.6K | 0.38% | 47 |
|
|
2019
Q3 | $663K | Sell |
4,028
-115
| -3% | -$18.9K | 0.39% | 43 |
|
|
2019
Q2 | $674K | Sell |
4,143
-875
| -17% | -$142K | 0.41% | 40 |
|
|
2019
Q1 | $789K | Sell |
5,018
-231
| -4% | -$36.3K | 0.48% | 37 |
|
|
2018
Q4 | $728K | Buy |
+5,249
| New | +$728K | 0.54% | 39 |
|