UP Strategic Wealth Investment 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 | $7.3M | Hold |
21,509
| – | – | 5.7% | 3 |
|
|
2025
Q1 | $6.6M | Hold |
21,509
| – | – | 5.87% | 3 |
|
|
2024
Q4 | $6.93M | Hold |
21,509
| – | – | 6.93% | 3 |
|
|
2024
Q3 | $6.76M | Hold |
21,509
| – | – | 7.57% | 3 |
|
|
2024
Q2 | $6.4M | Hold |
21,509
| – | – | 9.69% | 3 |
|
|
2024
Q1 | $6.2M | Buy |
21,509
+425
| +2% | +$122K | 10.14% | 3 |
|
|
2023
Q4 | $5.53M | Buy |
+21,084
| New | +$5.53M | 10.09% | 3 |
|