Vawter Financial’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 | – | Sell |
-3,461
| Closed | -$1.06M | – | 55 |
|
|
2025
Q1 | $1.06M | Hold |
3,461
| – | – | 0.59% | 35 |
|
|
2024
Q4 | $1.11M | Sell |
3,461
-68
| -2% | -$21.9K | 0.67% | 33 |
|
|
2024
Q3 | $1.11M | Sell |
3,529
-250
| -7% | -$78.6K | 0.68% | 34 |
|
|
2024
Q2 | $1.12M | Hold |
3,779
| – | – | 0.77% | 29 |
|
|
2024
Q1 | $1.09M | Hold |
3,779
| – | – | 0.79% | 26 |
|
|
2023
Q4 | $991K | Sell |
3,779
-201
| -5% | -$52.7K | 0.78% | 26 |
|
|
2023
Q3 | $935K | Hold |
3,980
| – | – | 1.06% | 21 |
|
|
2023
Q2 | $970K | Sell |
3,980
-459
| -10% | -$112K | 0.84% | 25 |
|
|
2023
Q1 | $1,000K | Sell |
4,439
-100
| -2% | -$22.5K | 1.01% | 20 |
|
|
2022
Q4 | $956K | Buy |
+4,539
| New | +$956K | 1.11% | 20 |
|