Shelton Wealth Management’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 | $5.27M | Sell |
15,524
-943
| -6% | -$320K | 2.54% | 8 |
|
|
2025
Q1 | $5.05M | Buy |
16,467
+1
| +0% | +$307 | 2.75% | 9 |
|
|
2024
Q4 | $5.3M | Sell |
16,466
-300
| -2% | -$96.6K | 2.74% | 8 |
|
|
2024
Q3 | $5.27M | Sell |
16,766
-119
| -0.7% | -$37.4K | 2.86% | 5 |
|
|
2024
Q2 | $5.02M | Sell |
16,885
-1,210
| -7% | -$360K | 2.85% | 6 |
|
|
2024
Q1 | $5.21M | Sell |
18,095
-1,961
| -10% | -$565K | 3.28% | 8 |
|
|
2023
Q4 | $5.26M | Sell |
20,056
-5,429
| -21% | -$1.42M | 3.73% | 6 |
|
|
2023
Q3 | $5.99M | Sell |
25,485
-877
| -3% | -$206K | 4.79% | 8 |
|
|
2023
Q2 | $6.43M | Sell |
26,362
-438
| -2% | -$107K | 4.98% | 8 |
|
|
2023
Q1 | $6.04M | Sell |
26,800
-4,924
| -16% | -$1.11M | 4.9% | 8 |
|
|
2022
Q4 | $6.68M | Buy |
31,724
+70
| +0.2% | +$14.7K | 5.27% | 6 |
|
|
2022
Q3 | $6.25M | Sell |
31,654
-198
| -0.6% | -$39.1K | 5.56% | 7 |
|
|
2022
Q2 | $6.62M | Sell |
31,852
-821
| -3% | -$171K | 5.62% | 6 |
|
|
2022
Q1 | $8.17M | Sell |
32,673
-563
| -2% | -$141K | 6.45% | 5 |
|
|
2021
Q4 | $8.79M | Buy |
+33,236
| New | +$8.79M | 6.92% | 4 |
|