Proficio Capital 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 | $506K | Hold |
1,490
| – | – | 0.03% | 245 |
|
|
2025
Q1 | $457K | Hold |
1,490
| – | – | 0.04% | 224 |
|
|
2024
Q4 | $480K | Hold |
1,490
| – | – | 0.04% | 201 |
|
|
2024
Q3 | $468K | Hold |
1,490
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $443K | Sell |
1,490
-30
| -2% | -$8.93K | 0.05% | 186 |
|
|
2024
Q1 | $438K | Buy |
+1,520
| New | +$438K | 0.05% | 184 |
|
|
2020
Q3 | – | Sell |
-2,242
| Closed | -$385K | – | 184 |
|
|
2020
Q2 | $385K | Hold |
2,242
| – | – | 0.08% | 104 |
|
|
2020
Q1 | $317K | Buy |
+2,242
| New | +$317K | 0.08% | 107 |
|
|
2017
Q1 | – | Sell |
-295
| Closed | -$37K | – | 1330 |
|
|
2016
Q4 | $37K | Hold |
295
| – | – | 0.02% | 316 |
|
|
2016
Q3 | $36K | Hold |
295
| – | – | 0.02% | 327 |
|
|
2016
Q2 | $36K | Hold |
295
| – | – | 0.02% | 322 |
|
|
2016
Q1 | $34K | Buy |
+295
| New | +$34K | 0.03% | 266 |
|