Venture Visionary Partners’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 | $381K | Hold |
1,121
| – | – | 0.01% | 452 |
|
2025
Q1 | $344K | Hold |
1,121
| – | – | 0.01% | 439 |
|
2024
Q4 | $361K | Buy |
1,121
+273
| +32% | +$88K | 0.02% | 428 |
|
2024
Q3 | $267K | Hold |
848
| – | – | 0.01% | 474 |
|
2024
Q2 | $252K | Hold |
848
| – | – | 0.01% | 481 |
|
2024
Q1 | $244K | Buy |
848
+45
| +6% | +$13K | 0.01% | 483 |
|
2023
Q4 | $211K | Buy |
+803
| New | +$211K | 0.01% | 473 |
|
2022
Q3 | – | Sell |
-208
| Closed | -$43.2K | – | 1003 |
|
2022
Q2 | $43.2K | Buy |
+208
| New | +$43.2K | ﹤0.01% | 836 |
|