Prosperity Capital Advisors’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 | $550K | Buy |
+1,620
| New | +$550K | 0.05% | 165 |
|
|
2025
Q1 | – | Sell |
-801
| Closed | -$258K | – | 358 |
|
|
2024
Q4 | $258K | Buy |
801
+82
| +11% | +$26.4K | 0.02% | 307 |
|
|
2024
Q3 | $226K | Sell |
719
-2
| -0.3% | -$629 | 0.02% | 313 |
|
|
2024
Q2 | $215K | Buy |
+721
| New | +$215K | 0.02% | 295 |
|
|
2023
Q3 | – | Sell |
-992
| Closed | -$242K | – | 243 |
|
|
2023
Q2 | $242K | Sell |
992
-170
| -15% | -$41.4K | 0.03% | 204 |
|
|
2023
Q1 | $262K | Buy |
1,162
+17
| +1% | +$3.83K | 0.04% | 174 |
|
|
2022
Q4 | $241K | Buy |
+1,145
| New | +$241K | 0.07% | 170 |
|