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 |
|