Silver Oak Securities’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 | $1.72M | Buy |
5,063
+4,943
| +4,119% | +$1.68M | 0.14% | 157 |
|
|
2025
Q1 | $36.6K | Buy |
+120
| New | +$36.6K | ﹤0.01% | 635 |
|
|
2024
Q4 | – | Sell |
-120
| Closed | -$37.6K | – | 644 |
|
|
2024
Q3 | $37.6K | Buy |
+120
| New | +$37.6K | ﹤0.01% | 529 |
|
|
2023
Q3 | – | Sell |
-1,725
| Closed | -$420K | – | 471 |
|
|
2023
Q2 | $420K | Buy |
+1,725
| New | +$420K | 0.07% | 263 |
|