Ruggaard & Associates’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 | $477K | Sell |
1,404
-151
| -10% | -$51.3K | 0.19% | 65 |
|
|
2025
Q1 | $477K | Hold |
1,555
| – | – | 0.21% | 64 |
|
|
2024
Q4 | $501K | Hold |
1,555
| – | – | 0.22% | 61 |
|
|
2024
Q3 | $489K | Hold |
1,555
| – | – | 0.21% | 68 |
|
|
2024
Q2 | $463K | Hold |
1,555
| – | – | 0.21% | 66 |
|
|
2024
Q1 | $448K | Sell |
1,555
-400
| -20% | -$115K | 0.21% | 64 |
|
|
2023
Q4 | $513K | Hold |
1,955
| – | – | 0.27% | 55 |
|
|
2023
Q3 | $459K | Sell |
1,955
-671
| -26% | -$158K | 0.27% | 60 |
|
|
2023
Q2 | $640K | Sell |
2,626
-658
| -20% | -$160K | 0.37% | 35 |
|
|
2023
Q1 | $740K | Buy |
+3,284
| New | +$740K | 0.46% | 24 |
|