Thrive 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 | $297K | Sell |
876
-143
| -14% | -$48.6K | 0.05% | 177 |
|
|
2025
Q1 | $313K | Sell |
1,019
-1,105
| -52% | -$339K | 0.06% | 156 |
|
|
2024
Q4 | $684K | Buy |
2,124
+920
| +76% | +$296K | 0.12% | 92 |
|
|
2024
Q3 | $379K | Sell |
1,204
-421
| -26% | -$132K | 0.07% | 146 |
|
|
2024
Q2 | $484K | Buy |
1,625
+137
| +9% | +$40.8K | 0.09% | 106 |
|
|
2024
Q1 | $429K | Sell |
1,488
-156
| -9% | -$44.9K | 0.09% | 121 |
|
|
2023
Q4 | $431K | Buy |
1,644
+127
| +8% | +$33.3K | 0.1% | 114 |
|
|
2023
Q3 | $356K | Buy |
+1,517
| New | +$356K | 0.09% | 114 |
|
|
2023
Q1 | – | Sell |
-1,696
| Closed | -$357K | – | 175 |
|
|
2022
Q4 | $357K | Buy |
+1,696
| New | +$357K | 0.1% | 115 |
|
|
2022
Q3 | – | Sell |
-1,880
| Closed | -$391K | – | 148 |
|
|
2022
Q2 | $391K | Buy |
1,880
+497
| +36% | +$103K | 0.14% | 95 |
|
|
2022
Q1 | $346K | Buy |
1,383
+24
| +2% | +$6K | 0.1% | 116 |
|
|
2021
Q4 | $359K | Buy |
+1,359
| New | +$359K | 0.12% | 108 |
|