RWA Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

RWA Wealth Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.17M	Hold	12,269	–	–	0.05%	171
2025 Q1	$3.76M	Hold	12,269	–	–	0.05%	174
2024 Q4	$3.95M	Buy	12,269 +267	+2%	+$86K	0.05%	170
2024 Q3	$3.77M	Hold	12,002	–	–	0.05%	179
2024 Q2	$3.57M	Buy	12,002 +602	+5%	+$179K	0.05%	175
2024 Q1	$3.28M	Buy	11,400 +24	+0.2%	+$6.91K	0.04%	185
2023 Q4	$2.98M	Buy	11,376 +4,684	+70%	+$1.23M	0.04%	187
2023 Q3	$1.57M	Sell	6,692 -420	-6%	-$98.7K	0.03%	158
2023 Q2	$1.73M	Sell	7,112 -61	-0.9%	-$14.9K	0.04%	142
2023 Q1	$1.62M	Hold	7,173	–	–	0.04%	107
2022 Q4	$1.56M	Sell	7,173 -607	-8%	-$132K	0.04%	113
2022 Q3	$1.54M	Sell	7,780 -249	-3%	-$49.1K	0.11%	100
2022 Q2	$1.67M	Sell	8,029 -233	-3%	-$48.4K	0.11%	98
2022 Q1	$2.07M	Sell	8,262 -329	-4%	-$82.3K	0.13%	100
2021 Q4	$2.27M	Sell	8,591 -39	-0.5%	-$10.3K	0.15%	96
2021 Q3	$2.09M	Sell	8,630 -14	-0.2%	-$3.38K	0.16%	93
2021 Q2	$2.09M	Sell	8,644 -69	-0.8%	-$16.7K	0.16%	93
2021 Q1	$1.95M	Sell	8,713 -1,371	-14%	-$307K	0.16%	97
2020 Q4	$2.14M	Sell	10,084 -227	-2%	-$48.1K	0.19%	89
2020 Q3	$1.93M	Sell	10,311 -548	-5%	-$103K	0.2%	84
2020 Q2	$1.86M	Sell	10,859 -1,915	-15%	-$329K	0.23%	77
2020 Q1	$1.81M	Sell	12,774 -2,842	-18%	-$402K	0.26%	74
2019 Q4	$2.79M	Sell	15,616 -809	-5%	-$144K	0.28%	78
2019 Q3	$2.7M	Sell	16,425 -1,266	-7%	-$208K	0.29%	80
2019 Q2	$2.88M	Sell	17,691 -899	-5%	-$146K	0.31%	77
2019 Q1	$2.92M	Sell	18,590 -416	-2%	-$65.4K	0.33%	74
2018 Q4	$2.64M	Sell	19,006 -112	-0.6%	-$15.5K	0.35%	70
2018 Q3	$3.09M	Sell	19,118 -126	-0.7%	-$20.4K	0.35%	67
2018 Q2	$2.93M	Sell	19,244 -5,247	-21%	-$798K	0.33%	79
2018 Q1	$3.6M	Sell	24,491 -78	-0.3%	-$11.5K	0.46%	52
2017 Q4	$3.65M	Sell	24,569 -148	-0.6%	-$22K	0.41%	63
2017 Q3	$3.46M	Buy	24,717 +111	+0.5%	+$15.5K	0.39%	74
2017 Q2	$3.33M	Buy	24,606 +5	+0%	+$676	0.41%	65
2017 Q1	$3.23M	Buy	+24,601	New	+$3.23M	0.42%	64