Simplicity Wealth’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 | $932K | Buy |
2,744
+745
| +37% | +$253K | 0.04% | 340 |
|
|
2025
Q1 | $613K | Buy |
1,999
+760
| +61% | +$233K | 0.05% | 309 |
|
|
2024
Q4 | $399K | Hold |
1,239
| – | – | 0.08% | 196 |
|
|
2024
Q3 | $390K | Sell |
1,239
-22,779
| -95% | -$7.16M | 0.04% | 344 |
|
|
2024
Q2 | $7.15M | Sell |
24,018
-22,885
| -49% | -$6.81M | 0.16% | 129 |
|
|
2024
Q1 | $13.5M | Buy |
+46,903
| New | +$13.5M | 0.32% | 58 |
|