RWMH
Riverpoint Wealth Management Holdings’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
8,998
+22
| +0.2% | +$7.47K | 0.72% | 17 |
|
|
2025
Q1 | $2.75M | Buy |
8,976
+25
| +0.3% | +$7.67K | 0.71% | 17 |
|
|
2024
Q4 | $2.88M | Sell |
8,951
-1,769
| -17% | -$570K | 0.75% | 17 |
|
|
2024
Q3 | $3.37M | Buy |
10,720
+36
| +0.3% | +$11.3K | 0.86% | 16 |
|
|
2024
Q2 | $3.18M | Buy |
10,684
+27
| +0.3% | +$8.03K | 0.88% | 16 |
|
|
2024
Q1 | $3.07M | Buy |
10,657
+32
| +0.3% | +$9.22K | 0.85% | 16 |
|
|
2023
Q4 | $2.79M | Buy |
10,625
+84
| +0.8% | +$22K | 0.82% | 16 |
|
|
2023
Q3 | $2.48M | Hold |
10,541
| – | – | 0.82% | 15 |
|
|
2023
Q2 | $2.57M | Sell |
10,541
-1,875
| -15% | -$457K | 0.81% | 15 |
|
|
2023
Q1 | $2.8M | Buy |
12,416
+47
| +0.4% | +$10.6K | 0.97% | 14 |
|
|
2022
Q4 | $2.6M | Sell |
12,369
-335
| -3% | -$70.5K | 0.96% | 14 |
|
|
2022
Q3 | $2.51M | Hold |
12,704
| – | – | 1.07% | 14 |
|
|
2022
Q2 | $2.64M | Buy |
12,704
+38
| +0.3% | +$7.89K | 1.06% | 14 |
|
|
2022
Q1 | $3.17M | Buy |
12,666
+38
| +0.3% | +$9.5K | 1.1% | 14 |
|
|
2021
Q4 | $3.34M | Buy |
12,628
+38
| +0.3% | +$10K | 1.13% | 14 |
|
|
2021
Q3 | $3.04M | Buy |
12,590
+43
| +0.3% | +$10.4K | 1.07% | 14 |
|
|
2021
Q2 | $3.04M | Buy |
12,547
+28
| +0.2% | +$6.78K | 0.84% | 20 |
|
|
2021
Q1 | $2.8M | Buy |
12,519
+40
| +0.3% | +$8.95K | 0.85% | 20 |
|
|
2020
Q4 | $2.64M | Buy |
12,479
+47
| +0.4% | +$9.95K | 0.84% | 21 |
|
|
2020
Q3 | $2.33M | Buy |
12,432
+35
| +0.3% | +$6.55K | 0.85% | 21 |
|
|
2020
Q2 | $2.13M | Buy |
12,397
+29
| +0.2% | +$4.98K | 0.83% | 21 |
|
|
2020
Q1 | $1.75M | Buy |
12,368
+43
| +0.3% | +$6.08K | 0.86% | 23 |
|
|
2019
Q4 | $2.2M | Buy |
12,325
+39
| +0.3% | +$6.96K | 0.87% | 19 |
|
|
2019
Q3 | $2.02M | Buy |
12,286
+37
| +0.3% | +$6.09K | 0.89% | 18 |
|
|
2019
Q2 | $1.99M | Buy |
12,249
+44
| +0.4% | +$7.16K | 0.91% | 19 |
|
|
2019
Q1 | $1.92M | Buy |
12,205
+33
| +0.3% | +$5.19K | 0.93% | 19 |
|
|
2018
Q4 | $1.69M | Buy |
12,172
+87
| +0.7% | +$12.1K | 0.94% | 21 |
|
|
2018
Q3 | $1.95M | Buy |
12,085
+32
| +0.3% | +$5.17K | 1% | 15 |
|
|
2018
Q2 | $1.83M | Hold |
12,053
| – | – | 1.02% | 16 |
|
|
2018
Q1 | $1.77M | Buy |
12,053
+32
| +0.3% | +$4.7K | 1.07% | 15 |
|
|
2017
Q4 | $1.79M | Buy |
12,021
+32
| +0.3% | +$4.75K | 1.11% | 15 |
|
|
2017
Q3 | $1.7M | Buy |
11,989
+106
| +0.9% | +$15K | 1.11% | 15 |
|
|
2017
Q2 | $1.6M | Hold |
11,883
| – | – | 1.13% | 14 |
|
|
2017
Q1 | $1.55M | Buy |
11,883
+51
| +0.4% | +$6.66K | 1.18% | 13 |
|
|
2016
Q4 | $1.5M | Buy |
+11,832
| New | +$1.5M | 1.21% | 13 |
|