Rollins 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 | $242K | Hold |
713
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $219K | Sell |
713
-66
| -8% | -$20.2K | 0.04% | 119 |
|
|
2024
Q4 | $251K | Hold |
779
| – | – | 0.04% | 112 |
|
|
2024
Q3 | $245K | Hold |
779
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $232K | Hold |
779
| – | – | 0.04% | 112 |
|
|
2024
Q1 | $224K | Buy |
+779
| New | +$224K | 0.04% | 107 |
|