TritonPoint Wealth’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 | $728K | Buy |
2,145
+4
| +0.2% | +$1.36K | 0.07% | 182 |
|
|
2025
Q1 | $657K | Buy |
2,141
+3
| +0.1% | +$920 | 0.06% | 186 |
|
|
2024
Q4 | $689K | Buy |
2,138
+11
| +0.5% | +$3.54K | 0.06% | 178 |
|
|
2024
Q3 | $666K | Buy |
2,127
+34
| +2% | +$10.7K | 0.06% | 180 |
|
|
2024
Q2 | $623K | Buy |
2,093
+4
| +0.2% | +$1.19K | 0.06% | 180 |
|
|
2024
Q1 | $402K | Buy |
2,089
+556
| +36% | +$107K | 0.04% | 225 |
|
|
2023
Q4 | $402K | Buy |
+1,533
| New | +$402K | 0.04% | 235 |
|