Shelton Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.73M | Buy |
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|
2025
Q2 | $5.27M | Sell |
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|
2025
Q1 | $5.05M | Buy |
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|
2024
Q4 | $5.3M | Sell |
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|
2024
Q3 | $5.27M | Sell |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $5.21M | Sell |
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|
2023
Q4 | $5.26M | Sell |
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|
2023
Q3 | $5.99M | Sell |
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|
2023
Q2 | $6.43M | Sell |
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|
2023
Q1 | $6.04M | Sell |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $6.25M | Sell |
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|
2022
Q2 | $6.62M | Sell |
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|
2022
Q1 | $8.17M | Sell |
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|
2021
Q4 | $8.79M | Buy |
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