Smith Salley Wealth Management’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 | $662K | Hold |
1,949
| – | – | 0.04% | 167 |
|
|
2025
Q1 | $598K | Sell |
1,949
-265
| -12% | -$81.3K | 0.04% | 164 |
|
|
2024
Q4 | $713K | Hold |
2,214
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $696K | Hold |
2,214
| – | – | 0.05% | 159 |
|
|
2024
Q2 | $659K | Hold |
2,214
| – | – | 0.05% | 152 |
|
|
2024
Q1 | $638K | Hold |
2,214
| – | – | 0.05% | 147 |
|
|
2023
Q4 | $581K | Buy |
+2,214
| New | +$581K | 0.04% | 170 |
|
|
2023
Q1 | – | Sell |
-2,909
| Closed | -$612K | – | 230 |
|
|
2022
Q4 | $612K | Buy |
+2,909
| New | +$612K | 0.05% | 152 |
|