WealthPLAN 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 | $524K | Sell |
1,542
-76
| -5% | -$25.8K | 0.08% | 166 |
|
|
2025
Q1 | $496K | Hold |
1,618
| – | – | 0.07% | 168 |
|
|
2024
Q4 | $521K | Sell |
1,618
-35
| -2% | -$11.3K | 0.07% | 168 |
|
|
2024
Q3 | $520K | Sell |
1,653
-50
| -3% | -$15.7K | 0.07% | 178 |
|
|
2024
Q2 | $507K | Buy |
1,703
+35
| +2% | +$10.4K | 0.05% | 206 |
|
|
2024
Q1 | $480K | Hold |
1,668
| – | – | 0.05% | 208 |
|
|
2023
Q4 | $437K | Hold |
1,668
| – | – | 0.05% | 230 |
|
|
2023
Q3 | $392K | Hold |
1,668
| – | – | 0.05% | 234 |
|
|
2023
Q2 | $407K | Sell |
1,668
-242
| -13% | -$59K | 0.06% | 213 |
|
|
2023
Q1 | $430K | Buy |
1,910
+368
| +24% | +$82.9K | 0.05% | 216 |
|
|
2022
Q4 | $351K | Buy |
+1,542
| New | +$351K | 0.02% | 294 |
|
|
2022
Q1 | $351K | Hold |
1,542
| – | – | 0.02% | 297 |
|
|
2021
Q4 | $385K | Hold |
1,542
| – | – | 0.03% | 284 |
|
|
2021
Q3 | $403K | Buy |
+1,542
| New | +$403K | 0.03% | 278 |
|
|
2016
Q3 | $105K | Sell |
877
-641
| -42% | -$76.6K | 0.03% | 229 |
|
|
2016
Q2 | $38.8K | Buy |
+1,518
| New | +$38.8K | 0.01% | 1038 |
|
|
2015
Q4 | $25.8K | Buy |
+228
| New | +$25.8K | ﹤0.01% | 822 |
|