Wealth Advisors of Iowa’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 | $282K | Hold |
832
| – | – | 0.11% | 58 |
|
|
2025
Q1 | $255K | Hold |
832
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $268K | Sell |
832
-23
| -3% | -$7.41K | 0.14% | 50 |
|
|
2024
Q3 | $269K | Buy |
+855
| New | +$269K | 0.14% | 51 |
|
|
2024
Q2 | – | Sell |
-855
| Closed | -$246K | – | 59 |
|
|
2024
Q1 | $246K | Hold |
855
| – | – | 0.15% | 53 |
|
|
2023
Q4 | $224K | Hold |
855
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $201K | Hold |
855
| – | – | 0.14% | 55 |
|
|
2023
Q2 | $208K | Buy |
+855
| New | +$208K | 0.15% | 54 |
|