Warren Street Wealth Advisors’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 | $1.12M | Sell |
3,313
-1
| -0% | -$340 | 0.37% | 37 |
|
|
2025
Q1 | $1.02M | Sell |
3,314
-36
| -1% | -$11K | 0.39% | 33 |
|
|
2024
Q4 | $1.08M | Sell |
3,350
-71
| -2% | -$22.9K | 0.44% | 30 |
|
|
2024
Q3 | $1.08M | Sell |
3,421
-120
| -3% | -$37.7K | 0.44% | 30 |
|
|
2024
Q2 | $1.05M | Sell |
3,541
-128
| -3% | -$38.1K | 0.52% | 27 |
|
|
2024
Q1 | $1.06M | Sell |
3,669
-88
| -2% | -$25.3K | 0.52% | 27 |
|
|
2023
Q4 | $985K | Sell |
3,757
-326
| -8% | -$85.5K | 0.56% | 26 |
|
|
2023
Q3 | $959K | Hold |
4,083
| – | – | 0.63% | 22 |
|
|
2023
Q2 | $995K | Buy |
4,083
+8
| +0.2% | +$1.95K | 0.66% | 22 |
|
|
2023
Q1 | $918K | Buy |
4,075
+1,017
| +33% | +$229K | 0.65% | 18 |
|
|
2022
Q4 | $644K | Buy |
+3,058
| New | +$644K | 0.52% | 23 |
|