Stone Summit Wealth’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 | $268K | Hold |
788
| – | – | 0.08% | 130 |
|
|
2025
Q1 | $242K | Hold |
788
| – | – | 0.08% | 137 |
|
|
2024
Q4 | $254K | Hold |
788
| – | – | 0.09% | 130 |
|
|
2024
Q3 | $248K | Hold |
788
| – | – | 0.08% | 136 |
|
|
2024
Q2 | $234K | Hold |
788
| – | – | 0.08% | 132 |
|
|
2024
Q1 | $227K | Hold |
788
| – | – | 0.08% | 135 |
|
|
2023
Q4 | $207K | Buy |
+788
| New | +$207K | 0.08% | 138 |
|
|
2022
Q1 | – | Sell |
-788
| Closed | -$208K | – | 130 |
|
|
2021
Q4 | $208K | Buy |
+788
| New | +$208K | 0.17% | 102 |
|