SVWG
Shared Vision Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
1,307
+74
| +6% | +$25.7K | 0.23% | 50 |
|
|
2025
Q1 | $378K | Buy |
1,233
+324
| +36% | +$99.4K | 0.21% | 54 |
|
|
2024
Q4 | $293K | Sell |
909
-9
| -1% | -$2.9K | 0.15% | 60 |
|
|
2024
Q3 | $289K | Sell |
918
-1
| -0.1% | -$314 | 0.15% | 61 |
|
|
2024
Q2 | $273K | Buy |
919
+87
| +10% | +$25.9K | 0.16% | 60 |
|
|
2024
Q1 | $240K | Buy |
832
+1
| +0.1% | +$288 | 0.15% | 65 |
|
|
2023
Q4 | $218K | Buy |
+831
| New | +$218K | 0.15% | 74 |
|