Verum 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 | $774K | Buy |
2,278
+2
| +0.1% | +$679 | 0.18% | 72 |
|
|
2025
Q1 | $698K | Buy |
2,276
+16
| +0.7% | +$4.91K | 0.19% | 65 |
|
|
2024
Q4 | $728K | Buy |
2,260
+9
| +0.4% | +$2.9K | 0.21% | 67 |
|
|
2024
Q3 | $708K | Buy |
2,251
+3
| +0.1% | +$943 | 0.21% | 69 |
|
|
2024
Q2 | $669K | Buy |
2,248
+1
| +0% | +$298 | 0.22% | 69 |
|
|
2024
Q1 | $647K | Buy |
2,247
+534
| +31% | +$154K | 0.23% | 67 |
|
|
2023
Q4 | $449K | Sell |
1,713
-1,068
| -38% | -$280K | 0.18% | 82 |
|
|
2023
Q3 | $653K | Hold |
2,781
| – | – | 0.29% | 66 |
|
|
2023
Q2 | $678K | Sell |
2,781
-227
| -8% | -$55.3K | 0.62% | 36 |
|
|
2023
Q1 | $678K | Buy |
3,008
+24
| +0.8% | +$5.41K | 0.72% | 33 |
|
|
2022
Q4 | $628K | Buy |
+2,984
| New | +$628K | 0.77% | 33 |
|