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