Proficio Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $545K | Hold |
|
|||||
|
2025
Q2 | $506K | Hold |
|
|||||
|
2025
Q1 | $457K | Hold |
|
|||||
|
2024
Q4 | $480K | Hold |
|
|||||
|
2024
Q3 | $468K | Hold |
|
|||||
|
2024
Q2 | $443K | Sell |
|
|||||
|
2024
Q1 | $438K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $385K | Hold |
|
|||||
|
2020
Q1 | $317K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $37K | Hold |
|
|||||
|
2016
Q3 | $36K | Hold |
|
|||||
|
2016
Q2 | $36K | Hold |
|
|||||
|
2016
Q1 | $34K | Buy |
|