Valley Forge Investment Consultants’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 | $307K | Hold |
903
| – | – | 0.1% | 68 |
|
|
2025
Q1 | $277K | Hold |
903
| – | – | 0.1% | 65 |
|
|
2024
Q4 | $291K | Hold |
903
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $284K | Buy |
903
+3
| +0.3% | +$943 | 0.1% | 65 |
|
|
2024
Q2 | $268K | Hold |
900
| – | – | 0.1% | 65 |
|
|
2024
Q1 | $259K | Hold |
900
| – | – | 0.1% | 66 |
|
|
2023
Q4 | $236K | Hold |
900
| – | – | 0.11% | 62 |
|
|
2023
Q3 | $211K | Buy |
+900
| New | +$211K | 0.1% | 65 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$225K | – | 85 |
|
|
2022
Q1 | $225K | Hold |
900
| – | – | 0.09% | 70 |
|
|
2021
Q4 | $238K | Hold |
900
| – | – | 0.11% | 65 |
|
|
2021
Q3 | $218K | Hold |
900
| – | – | 0.12% | 65 |
|
|
2021
Q2 | $218K | Hold |
900
| – | – | 0.12% | 66 |
|
|
2021
Q1 | $201K | Buy |
+900
| New | +$201K | 0.14% | 59 |
|