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 |
|