Redwood Wealth Management Group’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 | $402K | Hold |
1,183
| – | – | 0.18% | 114 |
|
|
2025
Q1 | $363K | Sell |
1,183
-60
| -5% | -$18.4K | 0.18% | 110 |
|
|
2024
Q4 | $400K | Sell |
1,243
-12
| -1% | -$3.86K | 0.2% | 108 |
|
|
2024
Q3 | $395K | Sell |
1,255
-81
| -6% | -$25.5K | 0.2% | 108 |
|
|
2024
Q2 | $398K | Sell |
1,336
-29
| -2% | -$8.63K | 0.3% | 77 |
|
|
2024
Q1 | $393K | Sell |
1,365
-249
| -15% | -$71.7K | 0.42% | 73 |
|
|
2023
Q4 | $423K | Sell |
1,614
-236
| -13% | -$61.9K | 0.47% | 66 |
|
|
2023
Q3 | $435K | Sell |
1,850
-26
| -1% | -$6.11K | 0.51% | 62 |
|
|
2023
Q2 | $457K | Sell |
1,876
-38
| -2% | -$9.26K | 0.51% | 60 |
|
|
2023
Q1 | $431K | Sell |
1,914
-44
| -2% | -$9.91K | 0.49% | 61 |
|
|
2022
Q4 | $412K | Buy |
+1,958
| New | +$412K | 0.51% | 56 |
|