Waterfront Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $958K | Hold |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $634K | Hold |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $521K | Hold |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $471K | Hold |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $413K | Buy |
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