W.H. Cornerstone Investments’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
$1.22M Buy
3,606
+9
+0.3% +$3.06K 0.78% 31
2025
Q1
$1.1M Sell
3,597
-1,230
-25% -$377K 0.76% 34
2024
Q4
$1.55M Buy
4,827
+1,251
+35% +$403K 1.04% 18
2024
Q3
$1.12M Buy
3,576
+12
+0.3% +$3.77K 0.76% 34
2024
Q2
$1.06M Buy
3,564
+5
+0.1% +$1.49K 0.75% 32
2024
Q1
$1.03M Sell
3,559
-1,554
-30% -$448K 0.74% 35
2023
Q4
$1.34M Sell
5,113
-154
-3% -$40.4K 1.06% 23
2023
Q3
$1.24M Buy
5,267
+300
+6% +$70.5K 1.09% 22
2023
Q2
$1.21M Buy
4,967
+2
+0% +$488 1.08% 25
2023
Q1
$1.12M Sell
4,965
-519
-9% -$117K 1.02% 30
2022
Q4
$1.2M Buy
+5,484
New +$1.2M 1.14% 23