WealthShield 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 | $113K | Buy |
333
+166
| +99% | +$56.4K | 0.01% | 367 |
|
|
2025
Q1 | $51.2K | Sell |
167
-1,600
| -91% | -$491K | 0.01% | 411 |
|
|
2024
Q4 | $569K | Buy |
1,767
+1,600
| +958% | +$515K | 0.08% | 202 |
|
|
2024
Q3 | $52.5K | Buy |
167
+142
| +568% | +$44.6K | 0.01% | 385 |
|
|
2024
Q2 | $7.44K | Hold |
25
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $7.2K | Sell |
25
-418
| -94% | -$120K | ﹤0.01% | 434 |
|
|
2023
Q4 | $116K | Buy |
443
+327
| +282% | +$85.8K | 0.02% | 312 |
|
|
2023
Q3 | $27.4K | Sell |
116
-29
| -20% | -$6.84K | ﹤0.01% | 399 |
|
|
2023
Q2 | $35.3K | Sell |
145
-23
| -14% | -$5.61K | 0.01% | 399 |
|
|
2023
Q1 | $37.8K | Sell |
168
-4,081
| -96% | -$919K | 0.01% | 392 |
|
|
2022
Q4 | $894K | Buy |
+4,249
| New | +$894K | 0.17% | 139 |
|
|
2021
Q3 | – | Sell |
-12,171
| Closed | -$2.95M | – | 484 |
|
|
2021
Q2 | $2.95M | Hold |
12,171
| – | – | 0.46% | 52 |
|
|
2021
Q1 | $2.72M | Buy |
+12,171
| New | +$2.72M | 0.49% | 60 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$5K | – | 345 |
|
|
2020
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 308 |
|
|
2020
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 261 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$14K | – | 279 |
|
|
2018
Q4 | $14K | Buy |
100
+4
| +4% | +$560 | 0.01% | 196 |
|
|
2018
Q3 | $16K | Sell |
96
-200
| -68% | -$33.3K | 0.01% | 198 |
|
|
2018
Q2 | $45K | Buy |
296
+96
| +48% | +$14.6K | 0.03% | 159 |
|
|
2018
Q1 | $29K | Sell |
200
-49
| -20% | -$7.11K | 0.02% | 169 |
|
|
2017
Q4 | $37K | Buy |
+249
| New | +$37K | 0.02% | 159 |
|