Salomon & Ludwin’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 | $98.9K | Hold |
290
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $89K | Hold |
290
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $93.4K | Sell |
290
-133
| -31% | -$42.8K | 0.01% | 181 |
|
|
2024
Q3 | $133K | Hold |
423
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $126K | Hold |
423
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $122K | Sell |
423
-97
| -19% | -$27.9K | 0.01% | 230 |
|
|
2023
Q4 | $122K | Hold |
520
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $122K | Buy |
+520
| New | +$122K | 0.01% | 207 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$16K | – | 141 |
|
|
2020
Q1 | $16K | Hold |
116
| – | – | ﹤0.01% | 149 |
|
|
2019
Q4 | $21K | Hold |
116
| – | – | ﹤0.01% | 151 |
|
|
2019
Q3 | $19K | Hold |
116
| – | – | ﹤0.01% | 138 |
|
|
2019
Q2 | $19K | Hold |
116
| – | – | ﹤0.01% | 126 |
|
|
2019
Q1 | $18K | Hold |
116
| – | – | ﹤0.01% | 131 |
|
|
2018
Q4 | $16K | Buy |
+116
| New | +$16K | ﹤0.01% | 131 |
|