Wade Financial Advisory’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
Q1 | $282K | Hold |
920
| – | – | 0.1% | 64 |
|
|
2024
Q4 | $296K | Hold |
920
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $289K | Hold |
920
| – | – | 0.1% | 65 |
|
|
2024
Q2 | $274K | Hold |
920
| – | – | 0.1% | 66 |
|
|
2024
Q1 | $265K | Hold |
920
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $241K | Buy |
+920
| New | +$241K | 0.09% | 70 |
|
|
2023
Q3 | – | Sell |
-920
| Closed | -$224K | – | 73 |
|
|
2023
Q2 | $224K | Buy |
+920
| New | +$224K | 0.09% | 73 |
|