Prosperity Consulting Group’s iShares Russell 1000 ETF IWB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $851K | Sell |
2,506
-130
| -5% | -$44.1K | 0.06% | 251 |
|
2025
Q1 | $809K | Sell |
2,636
-439
| -14% | -$135K | 0.06% | 249 |
|
2024
Q4 | $991K | Sell |
3,075
-14
| -0.5% | -$4.51K | 0.07% | 228 |
|
2024
Q3 | $971K | Buy |
3,089
+1,131
| +58% | +$356K | 0.08% | 232 |
|
2024
Q2 | $582K | Sell |
1,958
-30
| -2% | -$8.92K | 0.08% | 173 |
|
2024
Q1 | $572K | Sell |
1,988
-154
| -7% | -$44.3K | 0.07% | 179 |
|
2023
Q4 | $562K | Buy |
2,142
+5
| +0.2% | +$1.31K | 0.19% | 99 |
|
2023
Q3 | $502K | Sell |
2,137
-697
| -25% | -$164K | 0.23% | 90 |
|
2023
Q2 | $691K | Sell |
2,834
-276
| -9% | -$67.3K | 0.42% | 53 |
|
2023
Q1 | $701K | Sell |
3,110
-216
| -6% | -$48.7K | 0.44% | 56 |
|
2022
Q4 | $700K | Buy |
3,326
+592
| +22% | +$125K | 0.47% | 58 |
|
2022
Q3 | $539K | Sell |
2,734
-12
| -0.4% | -$2.37K | 0.44% | 56 |
|
2022
Q2 | $570K | Buy |
2,746
+146
| +6% | +$30.3K | 0.49% | 50 |
|
2022
Q1 | $650K | Sell |
2,600
-52
| -2% | -$13K | 0.48% | 51 |
|
2021
Q4 | $671K | Buy |
+2,652
| New | +$671K | 0.5% | 49 |
|