Vise Technologies’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 | $5.04M | Buy |
+14,833
| New | +$5.04M | 0.21% | 105 |
|
|
2024
Q4 | $2.75M | Buy |
8,533
+59
| +0.7% | +$19K | 0.23% | 86 |
|
|
2024
Q3 | $2.66M | Buy |
+8,474
| New | +$2.66M | 0.34% | 65 |
|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$267K | – | 307 |
|
|
2022
Q1 | $267K | Hold |
1,069
| – | – | 0.1% | 189 |
|
|
2021
Q4 | $283K | Buy |
+1,069
| New | +$283K | 0.08% | 112 |
|