ShoreHaven Wealth Partners’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 | $872K | Buy |
2,569
+135
| +6% | +$45.8K | 0.36% | 52 |
|
|
2025
Q1 | $747K | Buy |
2,434
+327
| +16% | +$100K | 0.36% | 49 |
|
|
2024
Q4 | $679K | Sell |
2,107
-2
| -0.1% | -$644 | 0.32% | 52 |
|
|
2024
Q3 | $663K | Sell |
2,109
-21
| -1% | -$6.6K | 0.32% | 49 |
|
|
2024
Q2 | $634K | Sell |
2,130
-537
| -20% | -$160K | 0.33% | 49 |
|
|
2024
Q1 | $768K | Sell |
2,667
-9
| -0.3% | -$2.59K | 0.42% | 43 |
|
|
2023
Q4 | $702K | Sell |
2,676
-81
| -3% | -$21.2K | 0.43% | 43 |
|
|
2023
Q3 | $648K | Buy |
2,757
+96
| +4% | +$22.6K | 0.45% | 42 |
|
|
2023
Q2 | $649K | Buy |
2,661
+87
| +3% | +$21.2K | 0.43% | 38 |
|
|
2023
Q1 | $580K | Sell |
2,574
-234
| -8% | -$52.7K | 0.41% | 46 |
|
|
2022
Q4 | $591K | Sell |
2,808
-146
| -5% | -$30.7K | 0.42% | 49 |
|
|
2022
Q3 | $582K | Buy |
2,954
+442
| +18% | +$87.1K | 0.44% | 44 |
|
|
2022
Q2 | $521K | Buy |
+2,512
| New | +$521K | 0.37% | 50 |
|