Roundview Capital’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 | $1.55M | Hold |
4,570
| – | – | 0.1% | 173 |
|
|
2025
Q1 | $1.4M | Buy |
4,570
+1,103
| +32% | +$338K | 0.1% | 173 |
|
|
2024
Q4 | $1.12M | Buy |
3,467
+161
| +5% | +$51.9K | 0.08% | 202 |
|
|
2024
Q3 | $1.04M | Hold |
3,306
| – | – | 0.08% | 215 |
|
|
2024
Q2 | $984K | Hold |
3,306
| – | – | 0.08% | 204 |
|
|
2024
Q1 | $952K | Buy |
+3,306
| New | +$952K | 0.08% | 211 |
|