TPWM
Twelve Points Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+643
| New | +$218K | 0.06% | 173 |
|
|
2025
Q1 | – | Sell |
-643
| Closed | -$207K | – | 180 |
|
|
2024
Q4 | $207K | Sell |
643
-140
| -18% | -$45.1K | 0.06% | 170 |
|
|
2024
Q3 | $246K | Hold |
783
| – | – | 0.08% | 161 |
|
|
2024
Q2 | $233K | Sell |
783
-133
| -15% | -$39.6K | 0.08% | 161 |
|
|
2024
Q1 | $264K | Sell |
916
-851
| -48% | -$245K | 0.1% | 149 |
|
|
2023
Q4 | $463K | Buy |
1,767
+665
| +60% | +$174K | 0.22% | 118 |
|
|
2023
Q3 | $259K | Buy |
+1,102
| New | +$259K | 0.13% | 145 |
|