Resurgent Financial Advisors’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 | $208K | Buy |
+612
| New | +$208K | 0.11% | 181 |
|
|
2024
Q4 | – | Sell |
-2,549
| Closed | -$801K | – | 178 |
|
|
2024
Q3 | $801K | Sell |
2,549
-68
| -3% | -$21.4K | 0.47% | 62 |
|
|
2024
Q2 | $779K | Hold |
2,617
| – | – | 0.48% | 60 |
|
|
2024
Q1 | $754K | Buy |
2,617
+822
| +46% | +$237K | 0.4% | 74 |
|
|
2023
Q4 | $471K | Buy |
+1,795
| New | +$471K | 0.29% | 90 |
|
|
2023
Q1 | – | Sell |
-177
| Closed | -$37.3K | – | 556 |
|
|
2022
Q4 | $37.3K | Buy |
+177
| New | +$37.3K | 0.02% | 483 |
|