TSA 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 | $2.23M | Buy |
6,564
+908
| +16% | +$308K | 0.81% | 28 |
|
|
2025
Q1 | $1.73M | Buy |
5,656
+2,063
| +57% | +$633K | 0.69% | 29 |
|
|
2024
Q4 | $1.16M | Buy |
3,593
+32
| +0.9% | +$10.3K | 0.47% | 31 |
|
|
2024
Q3 | $1.12M | Buy |
3,561
+129
| +4% | +$40.6K | 0.45% | 31 |
|
|
2024
Q2 | $1.02M | Buy |
3,432
+1,251
| +57% | +$372K | 0.43% | 32 |
|
|
2024
Q1 | $628K | Sell |
2,181
-2,181
| -50% | -$628K | 0.27% | 37 |
|
|
2023
Q4 | $1.14M | Buy |
+4,362
| New | +$1.14M | 0.53% | 31 |
|