Tradition 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 | $910K | Sell |
2,680
-7
| -0.3% | -$2.38K | 0.07% | 188 |
|
|
2025
Q1 | $824K | Buy |
2,687
+168
| +7% | +$51.5K | 0.07% | 189 |
|
|
2024
Q4 | $812K | Sell |
2,519
-89
| -3% | -$28.7K | 0.07% | 189 |
|
|
2024
Q3 | $820K | Hold |
2,608
| – | – | 0.07% | 180 |
|
|
2024
Q2 | $776K | Buy |
2,608
+1,345
| +106% | +$400K | 0.08% | 177 |
|
|
2024
Q1 | $364K | Buy |
+1,263
| New | +$364K | 0.04% | 271 |
|
|
2022
Q2 | – | Sell |
-1,280
| Closed | -$320K | – | 1112 |
|
|
2022
Q1 | $320K | Hold |
1,280
| – | – | 0.04% | 242 |
|
|
2021
Q4 | $338K | Hold |
1,280
| – | – | 0.04% | 229 |
|
|
2021
Q3 | $309K | Sell |
1,280
-190
| -13% | -$45.9K | 0.04% | 219 |
|
|
2021
Q2 | $356K | Sell |
1,470
-90
| -6% | -$21.8K | 0.05% | 215 |
|
|
2021
Q1 | $349K | Sell |
1,560
-300
| -16% | -$67.1K | 0.06% | 191 |
|
|
2020
Q4 | $394K | Buy |
+1,860
| New | +$394K | 0.08% | 170 |
|