Vanguard Personalized Indexing Management’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 | $1.63M | Buy |
4,790
+680
| +17% | +$231K | 0.02% | 645 |
|
|
2025
Q1 | $1.26M | Buy |
4,110
+3,091
| +303% | +$948K | 0.02% | 678 |
|
|
2024
Q4 | $328K | Buy |
1,019
+18
| +2% | +$5.8K | 0.01% | 1299 |
|
|
2024
Q3 | $315K | Sell |
1,001
-375
| -27% | -$118K | 0.01% | 1320 |
|
|
2024
Q2 | $409K | Sell |
1,376
-10
| -0.7% | -$2.98K | 0.01% | 1127 |
|
|
2024
Q1 | $399K | Buy |
1,386
+523
| +61% | +$151K | 0.01% | 1126 |
|
|
2023
Q4 | $226K | Buy |
+863
| New | +$226K | 0.01% | 1358 |
|
|
2021
Q4 | – | Sell |
-887
| Closed | -$214K | – | 1085 |
|
|
2021
Q3 | $214K | Buy |
+887
| New | +$214K | 0.02% | 910 |
|