ShoreHaven Wealth Partners’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 | $886K | Sell |
|
|||||
|
2025
Q2 | $872K | Buy |
|
|||||
|
2025
Q1 | $747K | Buy |
|
|||||
|
2024
Q4 | $679K | Sell |
|
|||||
|
2024
Q3 | $663K | Sell |
|
|||||
|
2024
Q2 | $634K | Sell |
|
|||||
|
2024
Q1 | $768K | Sell |
|
|||||
|
2023
Q4 | $702K | Sell |
|
|||||
|
2023
Q3 | $648K | Buy |
|
|||||
|
2023
Q2 | $649K | Buy |
|
|||||
|
2023
Q1 | $580K | Sell |
|
|||||
|
2022
Q4 | $591K | Sell |
|
|||||
|
2022
Q3 | $582K | Buy |
|
|||||
|
2022
Q2 | $521K | Buy |
|