U.S. Capital Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Sell |
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|
2025
Q2 | $623K | Sell |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $519K | Buy |
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