Virtue Capital Management’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 | $209K | Buy |
+615
| New | +$209K | 0.04% | 247 |
|
2025
Q1 | – | Sell |
-1,715
| Closed | -$553K | – | 473 |
|
2024
Q4 | $553K | Buy |
+1,715
| New | +$553K | 0.11% | 134 |
|
2019
Q3 | – | Sell |
-1,243
| Closed | -$202K | – | 236 |
|
2019
Q2 | $202K | Sell |
1,243
-216
| -15% | -$35.1K | 0.07% | 205 |
|
2019
Q1 | $230K | Buy |
+1,459
| New | +$230K | 0.08% | 98 |
|