Red Door Wealth 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 | $1.26M | Buy |
+3,710
| New | +$1.26M | 0.15% | 93 |
|
|
2023
Q3 | – | Sell |
-2,656
| Closed | -$647K | – | 201 |
|
|
2023
Q2 | $647K | Buy |
+2,656
| New | +$647K | 0.14% | 113 |
|
|
2023
Q1 | – | Sell |
-6,096
| Closed | -$1.28M | – | 146 |
|
|
2022
Q4 | $1.28M | Buy |
6,096
+4,950
| +432% | +$1.04M | 0.42% | 62 |
|
|
2022
Q3 | $226K | Hold |
1,146
| – | – | 0.09% | 122 |
|
|
2022
Q2 | $238K | Hold |
1,146
| – | – | 0.09% | 126 |
|
|
2022
Q1 | $286K | Buy |
+1,146
| New | +$286K | 0.1% | 115 |
|