Topel & Distasi 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 | $5.37M | Buy |
15,809
+35
| +0.2% | +$11.9K | 2.81% | 11 |
|
|
2025
Q1 | $4.84M | Sell |
15,774
-1,768
| -10% | -$542K | 2.26% | 14 |
|
|
2024
Q4 | $5.65M | Sell |
17,542
-1,001
| -5% | -$322K | 2.42% | 13 |
|
|
2024
Q3 | $5.83M | Sell |
18,543
-42
| -0.2% | -$13.2K | 2.42% | 13 |
|
|
2024
Q2 | $5.53M | Buy |
18,585
+283
| +2% | +$84.2K | 2.43% | 13 |
|
|
2024
Q1 | $5.27M | Sell |
18,302
-196
| -1% | -$56.5K | 2.33% | 13 |
|
|
2023
Q4 | $4.85M | Sell |
18,498
-209
| -1% | -$54.8K | 2.3% | 14 |
|
|
2023
Q3 | $4.39M | Sell |
18,707
-753
| -4% | -$177K | 2.3% | 15 |
|
|
2023
Q2 | $4.74M | Sell |
19,460
-71
| -0.4% | -$17.3K | 2.39% | 14 |
|
|
2023
Q1 | $4.4M | Buy |
19,531
+136
| +0.7% | +$30.6K | 2.3% | 15 |
|
|
2022
Q4 | $4.08M | Buy |
19,395
+10,182
| +111% | +$2.14M | 2.29% | 15 |
|
|
2022
Q3 | $2.01M | Sell |
9,213
-532
| -5% | -$116K | 1.11% | 29 |
|
|
2022
Q2 | $2.03M | Buy |
9,745
+1,237
| +15% | +$257K | 1.17% | 28 |
|
|
2022
Q1 | $2.13M | Sell |
8,508
-322
| -4% | -$80.5K | 0.89% | 35 |
|
|
2021
Q4 | $2.34M | Buy |
+8,830
| New | +$2.34M | 0.95% | 37 |
|