U.S. Capital Wealth Advisors’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 | $623K | Sell |
1,836
-63
| -3% | -$21.4K | 0.02% | 543 |
|
|
2025
Q1 | $582K | Buy |
1,899
+285
| +18% | +$87.4K | 0.02% | 553 |
|
|
2024
Q4 | $520K | Sell |
1,614
-31
| -2% | -$9.99K | 0.02% | 552 |
|
|
2024
Q3 | $517K | Buy |
1,645
+88
| +6% | +$27.7K | 0.02% | 466 |
|
|
2024
Q2 | $463K | Hold |
1,557
| – | – | 0.02% | 473 |
|
|
2024
Q1 | $448K | Sell |
1,557
-61
| -4% | -$17.6K | 0.02% | 482 |
|
|
2023
Q4 | $424K | Sell |
1,618
-419
| -21% | -$110K | 0.02% | 482 |
|
|
2023
Q3 | $479K | Sell |
2,037
-466
| -19% | -$109K | 0.02% | 441 |
|
|
2023
Q2 | $610K | Sell |
2,503
-23
| -0.9% | -$5.61K | 0.03% | 406 |
|
|
2023
Q1 | $569K | Buy |
2,526
+98
| +4% | +$22.1K | 0.03% | 404 |
|
|
2022
Q4 | $511K | Sell |
2,428
-24
| -1% | -$5.05K | 0.02% | 445 |
|
|
2022
Q3 | $484K | Sell |
2,452
-52
| -2% | -$10.3K | 0.02% | 447 |
|
|
2022
Q2 | $520K | Buy |
2,504
+373
| +18% | +$77.5K | 0.02% | 442 |
|
|
2022
Q1 | $533K | Buy |
2,131
+167
| +9% | +$41.8K | 0.02% | 500 |
|
|
2021
Q4 | $519K | Buy |
+1,964
| New | +$519K | 0.02% | 501 |
|