Wealthquest’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 | $1.09M | Hold |
3,206
| – | – | 0.09% | 48 |
|
|
2025
Q1 | $983K | Hold |
3,206
| – | – | 0.08% | 51 |
|
|
2024
Q4 | $1.03M | Hold |
3,206
| – | – | 0.08% | 49 |
|
|
2024
Q3 | $999K | Hold |
3,206
| – | – | 0.09% | 50 |
|
|
2024
Q2 | $954K | Hold |
3,206
| – | – | 0.1% | 51 |
|
|
2024
Q1 | $923K | Hold |
3,206
| – | – | 0.1% | 51 |
|
|
2023
Q4 | $841K | Hold |
3,206
| – | – | 0.09% | 60 |
|
|
2023
Q3 | $753K | Hold |
3,206
| – | – | 0.09% | 60 |
|
|
2023
Q2 | $781K | Sell |
3,206
-8
| -0.2% | -$1.95K | 0.09% | 57 |
|
|
2023
Q1 | $724K | Hold |
3,214
| – | – | 0.09% | 62 |
|
|
2022
Q4 | $677K | Hold |
3,214
| – | – | 0.09% | 66 |
|
|
2022
Q3 | $634K | Hold |
3,214
| – | – | 0.09% | 64 |
|
|
2022
Q2 | $667K | Hold |
3,214
| – | – | 0.1% | 62 |
|
|
2022
Q1 | $849K | Hold |
3,214
| – | – | 0.13% | 59 |
|
|
2021
Q4 | $849K | Sell |
3,214
-248
| -7% | -$65.5K | 0.13% | 59 |
|
|
2021
Q3 | $836K | Sell |
3,462
-19
| -0.5% | -$4.59K | 0.14% | 59 |
|
|
2021
Q2 | $842K | Sell |
3,481
-105
| -3% | -$25.4K | 0.14% | 58 |
|
|
2021
Q1 | $802K | Sell |
3,586
-100
| -3% | -$22.4K | 0.15% | 57 |
|
|
2020
Q4 | $780K | Sell |
3,686
-148
| -4% | -$31.3K | 0.17% | 57 |
|
|
2020
Q3 | $717K | Sell |
3,834
-48
| -1% | -$8.98K | 0.18% | 53 |
|
|
2020
Q2 | $666K | Buy |
+3,882
| New | +$666K | 0.17% | 59 |
|
|
2019
Q4 | $854K | Buy |
4,791
+899
| +23% | +$160K | 0.24% | 63 |
|
|
2019
Q3 | $640K | Buy |
3,892
+121
| +3% | +$19.9K | 0.21% | 69 |
|
|
2019
Q2 | $613K | Hold |
3,771
| – | – | 0.23% | 70 |
|
|
2019
Q1 | $593K | Hold |
3,771
| – | – | 0.22% | 71 |
|
|
2018
Q4 | $523K | Buy |
+3,771
| New | +$523K | 0.21% | 74 |
|