Wealth Effects’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 | $246K | Hold |
723
| – | – | 0.09% | 174 |
|
|
2025
Q1 | $222K | Hold |
723
| – | – | 0.09% | 171 |
|
|
2024
Q4 | $233K | Hold |
723
| – | – | 0.08% | 186 |
|
|
2024
Q3 | $227K | Hold |
723
| – | – | 0.08% | 183 |
|
|
2024
Q2 | $215K | Hold |
723
| – | – | 0.08% | 183 |
|
|
2024
Q1 | $208K | Buy |
+723
| New | +$208K | 0.08% | 195 |
|