Sprinkle Financial Consultants’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
$607K Sell
1,788
-53
-3% -$18K 0.37% 52
2025
Q1
$564K Sell
1,841
-601
-25% -$184K 0.36% 48
2024
Q4
$787K Buy
2,442
+3
+0.1% +$966 0.54% 37
2024
Q3
$767K Buy
2,439
+6
+0.2% +$1.89K 0.55% 36
2024
Q2
$723K Buy
2,433
+6
+0.2% +$1.78K 0.57% 36
2024
Q1
$699K Buy
2,427
+10
+0.4% +$2.88K 0.6% 33
2023
Q4
$634K Buy
+2,417
New +$634K 0.65% 30