Ted Buchan & 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 | $579K | Buy |
+1,705
| New | +$579K | 0.23% | 64 |
|
|
2024
Q2 | – | Sell |
-1,705
| Closed | -$402K | – | 93 |
|
|
2024
Q1 | $402K | Hold |
1,705
| – | – | 0.25% | 62 |
|
|
2023
Q4 | $402K | Hold |
1,705
| – | – | 0.29% | 54 |
|
|
2023
Q3 | $402K | Hold |
1,705
| – | – | 0.32% | 52 |
|
|
2023
Q2 | $416K | Hold |
1,705
| – | – | 0.32% | 52 |
|
|
2023
Q1 | $384K | Hold |
1,705
| – | – | 0.32% | 53 |
|
|
2022
Q4 | $359K | Buy |
+1,705
| New | +$359K | 0.33% | 55 |
|