Tanager Wealth Management’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 | $1.29M | Hold |
3,800
| – | – | 0.15% | 45 |
|
|
2025
Q1 | $1.17M | Hold |
3,800
| – | – | 0.15% | 41 |
|
|
2024
Q4 | $1.22M | Hold |
3,800
| – | – | 0.16% | 39 |
|
|
2024
Q3 | $1.19M | Hold |
3,800
| – | – | 0.16% | 35 |
|
|
2024
Q2 | $1.13M | Hold |
3,800
| – | – | 0.17% | 34 |
|
|
2024
Q1 | $1.09M | Hold |
3,800
| – | – | 0.18% | 36 |
|
|
2023
Q4 | $997K | Hold |
3,800
| – | – | 0.18% | 36 |
|
|
2023
Q3 | $896K | Hold |
3,800
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $926K | Buy |
+3,800
| New | +$926K | 0.2% | 40 |
|