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