Summit Wealth & Retirement Planning’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 | $543K | Hold |
1,599
| – | – | 0.15% | 50 |
|
|
2025
Q1 | $490K | Hold |
1,599
| – | – | 0.15% | 45 |
|
|
2024
Q4 | $515K | Hold |
1,599
| – | – | 0.16% | 41 |
|
|
2024
Q3 | $503K | Hold |
1,599
| – | – | 0.16% | 40 |
|
|
2024
Q2 | $476K | Hold |
1,599
| – | – | 0.16% | 40 |
|
|
2024
Q1 | $461K | Buy |
+1,599
| New | +$461K | 0.16% | 39 |
|
|
2020
Q1 | – | Sell |
-1,592
| Closed | -$284K | – | 122 |
|
|
2019
Q4 | $284K | Hold |
1,592
| – | – | 0.13% | 107 |
|
|
2019
Q3 | $262K | Sell |
1,592
-3,408
| -68% | -$561K | 0.16% | 104 |
|
|
2019
Q2 | $814K | Hold |
5,000
| – | – | 0.48% | 50 |
|
|
2019
Q1 | $787K | Hold |
5,000
| – | – | 0.47% | 53 |
|
|
2018
Q4 | $693K | Buy |
+5,000
| New | +$693K | 0.53% | 48 |
|