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