Wealth Architects’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 | $1.06M | Sell |
3,121
-5,610
| -64% | -$1.91M | 0.11% | 86 |
|
|
2025
Q1 | $2.68M | Buy |
8,731
+5,610
| +180% | +$1.72M | 0.3% | 49 |
|
|
2024
Q4 | $1.01M | Hold |
3,121
| – | – | 0.11% | 81 |
|
|
2024
Q3 | $981K | Hold |
3,121
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $929K | Hold |
3,121
| – | – | 0.11% | 82 |
|
|
2024
Q1 | $899K | Hold |
3,121
| – | – | 0.12% | 78 |
|
|
2023
Q4 | $819K | Hold |
3,121
| – | – | 0.11% | 79 |
|
|
2023
Q3 | $733K | Hold |
3,121
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $761K | Hold |
3,121
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $703K | Hold |
3,121
| – | – | 0.12% | 78 |
|
|
2022
Q4 | $657K | Hold |
3,121
| – | – | 0.12% | 78 |
|
|
2022
Q3 | $616K | Hold |
3,121
| – | – | 0.13% | 74 |
|
|
2022
Q2 | $648K | Buy |
+3,121
| New | +$648K | 0.13% | 75 |
|
|
2015
Q1 | – | Sell |
-1,854
| Closed | -$213K | – | 101 |
|
|
2014
Q4 | $213K | Buy |
+1,854
| New | +$213K | 0.13% | 95 |
|