Quest Investment Management’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 | $246K | Sell |
725
-150
| -17% | -$50.9K | 0.03% | 117 |
|
|
2025
Q1 | $268K | Hold |
875
| – | – | 0.03% | 76 |
|
|
2024
Q4 | $282K | Hold |
875
| – | – | 0.03% | 79 |
|
|
2024
Q3 | $275K | Hold |
875
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $260K | Hold |
875
| – | – | 0.03% | 82 |
|
|
2024
Q1 | $252K | Hold |
875
| – | – | 0.03% | 81 |
|
|
2023
Q4 | $229K | Hold |
875
| – | – | 0.03% | 83 |
|
|
2023
Q3 | $206K | Buy |
+875
| New | +$206K | 0.03% | 86 |
|