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
         Q2  | $506K | Hold | 
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        2025
         Q1  | $457K | Hold | 
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| 
        
          
      
        2024
         Q4  | $480K | Hold | 
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| 
        
          
      
        2024
         Q3  | $468K | Hold | 
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| 
        
          
      
        2024
         Q2  | $443K | Sell | 
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| 
        
          
      
        2024
         Q1  | $438K | Buy | 
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| 
        
          
      
        2020
         Q3  | – | Sell | 
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| 
        
          
      
        2020
         Q2  | $385K | Hold | 
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| 
        
          
      
        2020
         Q1  | $317K | Buy | 
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| 
        
          
      
        2017
         Q1  | – | Sell | 
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| 
        
          
      
        2016
         Q4  | $37K | Hold | 
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| 
        
          
      
        2016
         Q3  | $36K | Hold | 
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| 
        
          
      
        2016
         Q2  | $36K | Hold | 
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| 
        
          
      
        2016
         Q1  | $34K | Buy | 
         |