Spire 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 | $7.11M | Sell |
20,953
-8,364
| -29% | -$2.84M | 0.26% | 79 |
|
|
2025
Q1 | $8.99M | Sell |
29,317
-6,376
| -18% | -$1.96M | 0.29% | 71 |
|
|
2024
Q4 | $11.5M | Buy |
35,693
+5,534
| +18% | +$1.78M | 0.36% | 57 |
|
|
2024
Q3 | $9.48M | Sell |
30,159
-498
| -2% | -$157K | 0.32% | 68 |
|
|
2024
Q2 | $9.12M | Sell |
30,657
-1,679
| -5% | -$500K | 0.32% | 64 |
|
|
2024
Q1 | $9.31M | Sell |
32,336
-6,015
| -16% | -$1.73M | 0.17% | 100 |
|
|
2023
Q4 | $10.2M | Buy |
38,351
+8,820
| +30% | +$2.34M | 0.34% | 60 |
|
|
2023
Q3 | $6.94M | Sell |
29,531
-97
| -0.3% | -$22.8K | 0.26% | 77 |
|
|
2023
Q2 | $7.22M | Sell |
29,628
-2,269
| -7% | -$553K | 0.27% | 77 |
|
|
2023
Q1 | $7.18M | Sell |
31,897
-16,782
| -34% | -$3.78M | 0.28% | 79 |
|
|
2022
Q4 | $10.2M | Buy |
48,679
+33,487
| +220% | +$7.05M | 0.58% | 40 |
|
|
2022
Q3 | $3M | Sell |
15,192
-2,287
| -13% | -$451K | 0.18% | 114 |
|
|
2022
Q2 | $3.63M | Sell |
17,479
-1,250
| -7% | -$260K | 0.15% | 141 |
|
|
2022
Q1 | $4.68M | Sell |
18,729
-330
| -2% | -$82.5K | 0.13% | 160 |
|
|
2021
Q4 | $5.04M | Buy |
19,059
+1,854
| +11% | +$490K | 0.11% | 175 |
|
|
2021
Q3 | $4.16M | Sell |
17,205
-21
| -0.1% | -$5.08K | 0.11% | 177 |
|
|
2021
Q2 | $4.17M | Buy |
17,226
+221
| +1% | +$53.5K | 0.11% | 182 |
|
|
2021
Q1 | $3.81M | Buy |
+17,005
| New | +$3.81M | 0.1% | 186 |
|