Wealth Alliance’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 | $1.61M | Sell |
4,748
-220
| -4% | -$74.7K | 0.18% | 114 |
|
|
2025
Q1 | $1.52M | Buy |
4,968
+3,654
| +278% | +$1.12M | 0.18% | 109 |
|
|
2024
Q4 | $423K | Sell |
1,314
-6
| -0.5% | -$1.93K | 0.05% | 293 |
|
|
2024
Q3 | $415K | Buy |
1,320
+122
| +10% | +$38.3K | 0.05% | 313 |
|
|
2024
Q2 | $356K | Sell |
1,198
-511
| -30% | -$152K | 0.05% | 335 |
|
|
2024
Q1 | $492K | Sell |
1,709
-1,759
| -51% | -$507K | 0.06% | 273 |
|
|
2023
Q4 | $909K | Sell |
3,468
-257
| -7% | -$67.4K | 0.13% | 163 |
|
|
2023
Q3 | $875K | Buy |
3,725
+266
| +8% | +$62.5K | 0.14% | 150 |
|
|
2023
Q2 | $843K | Sell |
3,459
-235
| -6% | -$57.3K | 0.13% | 169 |
|
|
2023
Q1 | $832K | Buy |
3,694
+904
| +32% | +$204K | 0.13% | 169 |
|
|
2022
Q4 | $587K | Sell |
2,790
-450
| -14% | -$94.7K | 0.1% | 212 |
|
|
2022
Q3 | $640K | Buy |
3,240
+930
| +40% | +$184K | 0.13% | 180 |
|
|
2022
Q2 | $480K | Buy |
2,310
+979
| +74% | +$203K | 0.09% | 220 |
|
|
2022
Q1 | $333K | Buy |
+1,331
| New | +$333K | 0.07% | 307 |
|