RIS
Retirement Income Solutions’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
19,924
-178
| -0.9% | -$60.4K | 1.24% | 13 |
|
|
2025
Q1 | $6.17M | Sell |
20,102
-199
| -1% | -$61K | 1.29% | 14 |
|
|
2024
Q4 | $6.54M | Sell |
20,301
-451
| -2% | -$145K | 1.32% | 12 |
|
|
2024
Q3 | $6.52M | Sell |
20,752
-34
| -0.2% | -$10.7K | 1.49% | 11 |
|
|
2024
Q2 | $6.18M | Sell |
20,786
-734
| -3% | -$218K | 1.49% | 10 |
|
|
2024
Q1 | $6.2M | Sell |
21,520
-72
| -0.3% | -$20.7K | 1.41% | 12 |
|
|
2023
Q4 | $5.66M | Sell |
21,592
-459
| -2% | -$120K | 1.41% | 14 |
|
|
2023
Q3 | $5.18M | Hold |
22,051
| – | – | 1.45% | 13 |
|
|
2023
Q2 | $5.37M | Sell |
22,051
-568
| -3% | -$138K | 1.44% | 13 |
|
|
2023
Q1 | $5.09M | Sell |
22,619
-1,092
| -5% | -$246K | 1.49% | 13 |
|
|
2022
Q4 | $4.99M | Sell |
23,711
-70
| -0.3% | -$14.7K | 1.59% | 13 |
|
|
2022
Q3 | $4.76M | Hold |
23,781
| – | – | 1.71% | 13 |
|
|
2022
Q2 | $4.94M | Sell |
23,781
-158
| -0.7% | -$32.8K | 1.76% | 15 |
|
|
2022
Q1 | $5.99M | Sell |
23,939
-1,171
| -5% | -$293K | 1.65% | 11 |
|
|
2021
Q4 | $6.64M | Sell |
25,110
-202
| -0.8% | -$53.4K | 1.78% | 11 |
|
|
2021
Q3 | $6.12M | Sell |
25,312
-135
| -0.5% | -$32.6K | 2.05% | 13 |
|
|
2021
Q2 | $6.16M | Sell |
25,447
-2,024
| -7% | -$490K | 2.11% | 13 |
|
|
2021
Q1 | $6.15M | Sell |
27,471
-161
| -0.6% | -$36K | 2.12% | 12 |
|
|
2020
Q4 | $5.85M | Buy |
27,632
+1,032
| +4% | +$219K | 2.12% | 12 |
|
|
2020
Q3 | $4.98M | Sell |
26,600
-1,983
| -7% | -$371K | 2.21% | 12 |
|
|
2020
Q2 | $4.91M | Buy |
28,583
+27,139
| +1,879% | +$4.66M | 2.07% | 10 |
|
|
2020
Q1 | $204K | Buy |
+1,444
| New | +$204K | 0.11% | 69 |
|