Wealthcare Advisory Partners’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 | $15.7M | Buy |
46,149
+6,639
| +17% | +$2.25M | 0.36% | 57 |
|
|
2025
Q1 | $12.1M | Buy |
39,510
+12,856
| +48% | +$3.94M | 0.33% | 64 |
|
|
2024
Q4 | $8.59M | Sell |
26,654
-1,158
| -4% | -$373K | 0.24% | 82 |
|
|
2024
Q3 | $8.74M | Sell |
27,812
-355
| -1% | -$112K | 0.25% | 80 |
|
|
2024
Q2 | $8.38M | Sell |
28,167
-1,877
| -6% | -$558K | 0.26% | 71 |
|
|
2024
Q1 | $8.65M | Sell |
30,044
-2
| -0% | -$576 | 0.28% | 64 |
|
|
2023
Q4 | $7.88M | Buy |
30,046
+13,200
| +78% | +$3.46M | 0.31% | 61 |
|
|
2023
Q3 | $3.96M | Sell |
16,846
-3,612
| -18% | -$849K | 0.18% | 95 |
|
|
2023
Q2 | $4.99M | Sell |
20,458
-4,497
| -18% | -$1.1M | 0.22% | 80 |
|
|
2023
Q1 | $5.62M | Sell |
24,955
-13,841
| -36% | -$3.12M | 0.24% | 78 |
|
|
2022
Q4 | $8.17M | Sell |
38,796
-33,918
| -47% | -$7.14M | 0.39% | 52 |
|
|
2022
Q3 | $14.3M | Buy |
72,714
+70,840
| +3,780% | +$14M | 0.82% | 26 |
|
|
2022
Q2 | $389K | Buy |
1,874
+1,021
| +120% | +$212K | 0.02% | 379 |
|
|
2022
Q1 | $213K | Sell |
853
-807
| -49% | -$202K | 0.01% | 506 |
|
|
2021
Q4 | $439K | Buy |
1,660
+317
| +24% | +$83.8K | 0.03% | 339 |
|
|
2021
Q3 | $325K | Buy |
1,343
+60
| +5% | +$14.5K | 0.02% | 395 |
|
|
2021
Q2 | $311K | Buy |
1,283
+763
| +147% | +$185K | 0.02% | 417 |
|
|
2021
Q1 | $116K | Buy |
+520
| New | +$116K | 0.01% | 627 |
|
|
2020
Q2 | – | Sell |
-618
| Closed | -$87K | – | 863 |
|
|
2020
Q1 | $87K | Buy |
618
+347
| +128% | +$48.9K | 0.01% | 401 |
|
|
2019
Q4 | $48K | Hold |
271
| – | – | 0.01% | 557 |
|
|
2019
Q3 | $45K | Hold |
271
| – | – | 0.01% | 558 |
|
|
2019
Q2 | $44K | Hold |
271
| – | – | 0.01% | 539 |
|
|
2019
Q1 | $43K | Hold |
271
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $38K | Hold |
271
| – | – | 0.01% | 487 |
|
|
2018
Q3 | $44K | Buy |
271
+171
| +171% | +$27.8K | 0.01% | 499 |
|
|
2018
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 647 |
|
|
2017
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 592 |
|
|
2017
Q3 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 484 |
|