Vestmark Advisory Solutions’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 | $2.2M | Buy |
6,470
+3,744
| +137% | +$1.27M | 0.03% | 361 |
|
2025
Q1 | $836K | Sell |
2,726
-1,246
| -31% | -$382K | 0.02% | 431 |
|
2024
Q4 | $1.28M | Buy |
3,972
+1,065
| +37% | +$343K | 0.04% | 298 |
|
2024
Q3 | $914K | Sell |
2,907
-5
| -0.2% | -$1.57K | 0.03% | 309 |
|
2024
Q2 | $866K | Buy |
2,912
+1,761
| +153% | +$524K | 0.04% | 326 |
|
2024
Q1 | $332K | Sell |
1,151
-225
| -16% | -$64.8K | 0.01% | 431 |
|
2023
Q4 | $361K | Buy |
1,376
+257
| +23% | +$67.4K | 0.02% | 385 |
|
2023
Q3 | $263K | Buy |
1,119
+90
| +9% | +$21.1K | 0.02% | 358 |
|
2023
Q2 | $251K | Buy |
+1,029
| New | +$251K | 0.01% | 766 |
|