Talisman Wealth Advisors’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 | $1.77M | Hold |
5,218
| – | – | 1.62% | 19 |
|
|
2025
Q1 | $1.6M | Buy |
5,218
+4
| +0.1% | +$1.23K | 1.64% | 19 |
|
|
2024
Q4 | $1.68M | Buy |
5,214
+5
| +0.1% | +$1.61K | 1.78% | 16 |
|
|
2024
Q3 | $1.63M | Buy |
5,209
+5
| +0.1% | +$1.57K | 1.72% | 16 |
|
|
2024
Q2 | $1.55M | Sell |
5,204
-7
| -0.1% | -$2.08K | 1.79% | 16 |
|
|
2024
Q1 | $1.5M | Buy |
5,211
+4
| +0.1% | +$1.15K | 1.89% | 14 |
|
|
2023
Q4 | $1.37M | Sell |
5,207
-19
| -0.4% | -$4.98K | 2.03% | 14 |
|
|
2023
Q3 | $1.23M | Hold |
5,226
| – | – | 2.13% | 15 |
|
|
2023
Q2 | $1.27M | Buy |
5,226
+3,604
| +222% | +$878K | 2.17% | 13 |
|
|
2023
Q1 | $365K | Buy |
1,622
+6
| +0.4% | +$1.35K | 0.66% | 50 |
|
|
2022
Q4 | $340K | Buy |
+1,616
| New | +$340K | 0.72% | 46 |
|