Vontobel Holding’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 | $781K | Hold |
2,300
| – | – | ﹤0.01% | 667 |
|
|
2025
Q1 | $706K | Hold |
2,300
| – | – | ﹤0.01% | 689 |
|
|
2024
Q4 | $741K | Buy |
+2,300
| New | +$741K | ﹤0.01% | 672 |
|
|
2021
Q4 | – | Sell |
-378
| Closed | -$92K | – | 1145 |
|
|
2021
Q3 | $92K | Buy |
378
+78
| +26% | +$19K | ﹤0.01% | 1103 |
|
|
2021
Q2 | $73K | Hold |
300
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q1 | $67K | Hold |
300
| – | – | ﹤0.01% | 964 |
|
|
2020
Q4 | $64K | Buy |
+300
| New | +$64K | ﹤0.01% | 896 |
|