Regimen Wealth’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 | $1.11M | Sell |
3,255
-14
| -0.4% | -$4.75K | 0.34% | 36 |
|
|
2025
Q1 | $1M | Buy |
3,269
+115
| +4% | +$35.3K | 0.32% | 30 |
|
|
2024
Q4 | $1.02M | Buy |
3,154
+10
| +0.3% | +$3.22K | 0.33% | 30 |
|
|
2024
Q3 | $988K | Buy |
3,144
+11
| +0.4% | +$3.46K | 0.32% | 31 |
|
|
2024
Q2 | $932K | Buy |
3,133
+8
| +0.3% | +$2.38K | 0.32% | 31 |
|
|
2024
Q1 | $900K | Buy |
3,125
+9
| +0.3% | +$2.59K | 0.31% | 32 |
|
|
2023
Q4 | $817K | Buy |
3,116
+25
| +0.8% | +$6.56K | 0.31% | 31 |
|
|
2023
Q3 | $726K | Hold |
3,091
| – | – | 0.3% | 31 |
|
|
2023
Q2 | $753K | Buy |
3,091
+8
| +0.3% | +$1.95K | 0.31% | 32 |
|
|
2023
Q1 | $694K | Buy |
3,083
+12
| +0.4% | +$2.7K | 0.3% | 30 |
|
|
2022
Q4 | $647K | Buy |
+3,071
| New | +$647K | 0.43% | 27 |
|