Steph & Co’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 | $10.2K | Hold |
30
| – | – | ﹤0.01% | 272 |
|
2025
Q1 | $9.2K | Hold |
30
| – | – | ﹤0.01% | 239 |
|
2024
Q4 | $9.67K | Hold |
30
| – | – | ﹤0.01% | 246 |
|
2024
Q3 | $9.43K | Hold |
30
| – | – | ﹤0.01% | 266 |
|
2024
Q2 | $8.93K | Hold |
30
| – | – | ﹤0.01% | 245 |
|
2024
Q1 | $8.64K | Hold |
30
| – | – | ﹤0.01% | 262 |
|
2023
Q4 | $7.87K | Hold |
30
| – | – | ﹤0.01% | 223 |
|
2023
Q3 | $7.05K | Hold |
30
| – | – | ﹤0.01% | 260 |
|
2023
Q2 | $7.31K | Hold |
30
| – | – | ﹤0.01% | 223 |
|
2023
Q1 | $6.76K | Hold |
30
| – | – | ﹤0.01% | 223 |
|
2022
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 231 |
|
2022
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 217 |
|
2022
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 217 |
|
2022
Q1 | $8K | Hold |
30
| – | – | ﹤0.01% | 277 |
|
2021
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
2021
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 257 |
|
2021
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 222 |
|
2021
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 221 |
|
2020
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 224 |
|
2020
Q3 | $6K | Hold |
30
| – | – | 0.01% | 215 |
|
2020
Q2 | $5K | Hold |
30
| – | – | 0.01% | 225 |
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 236 |
|
2019
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 243 |
|