WealthPLAN Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Hold |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $496K | Hold |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $480K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $403K | Buy |
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|
2016
Q3 | $105K | Sell |
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|
2016
Q2 | $38.8K | Buy |
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|
2015
Q4 | $25.8K | Buy |
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