Rockwood Wealth Management’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 | $1.27M | Sell |
3,753
-400
| -10% | -$136K | 0.11% | 39 |
|
|
2025
Q1 | $1.27M | Sell |
4,153
-187
| -4% | -$57.4K | 0.13% | 35 |
|
|
2024
Q4 | $1.4M | Hold |
4,340
| – | – | 0.15% | 32 |
|
|
2024
Q3 | $1.36M | Sell |
4,340
-119
| -3% | -$37.4K | 0.15% | 33 |
|
|
2024
Q2 | $1.33M | Sell |
4,459
-187
| -4% | -$55.6K | 0.16% | 32 |
|
|
2024
Q1 | $1.34M | Hold |
4,646
| – | – | 0.17% | 28 |
|
|
2023
Q4 | $1.22M | Hold |
4,646
| – | – | 0.18% | 30 |
|
|
2023
Q3 | $1.09M | Hold |
4,646
| – | – | 0.18% | 26 |
|
|
2023
Q2 | $1.13M | Hold |
4,646
| – | – | 0.19% | 28 |
|
|
2023
Q1 | $1.05M | Hold |
4,646
| – | – | 0.21% | 26 |
|
|
2022
Q4 | $978K | Buy |
4,646
+106
| +2% | +$22.3K | 0.23% | 27 |
|
|
2022
Q3 | $896K | Hold |
4,540
| – | – | 0.29% | 25 |
|
|
2022
Q2 | $943K | Sell |
4,540
-203
| -4% | -$42.2K | 0.44% | 18 |
|
|
2022
Q1 | $1.19M | Hold |
4,743
| – | – | 0.57% | 13 |
|
|
2021
Q4 | $1.25M | Buy |
+4,743
| New | +$1.25M | 0.56% | 15 |
|