Wealthspire Advisors (New York)’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 | $59.7M | Buy |
175,920
+2,042
| +1% | +$693K | 0.34% | 44 |
|
|
2025
Q1 | $53.3M | Buy |
173,878
+77,997
| +81% | +$23.9M | 0.32% | 46 |
|
|
2024
Q4 | $30.9M | Buy |
95,881
+12
| +0% | +$3.87K | 0.31% | 52 |
|
|
2024
Q3 | $30.1M | Buy |
95,869
+57,070
| +147% | +$17.9M | 0.31% | 52 |
|
|
2024
Q2 | $11.5M | Sell |
38,799
-2,123
| -5% | -$632K | 0.15% | 71 |
|
|
2024
Q1 | $11.8M | Sell |
40,922
-117
| -0.3% | -$33.7K | 0.16% | 65 |
|
|
2023
Q4 | $10.8M | Sell |
41,039
-1,932
| -4% | -$507K | 0.15% | 65 |
|
|
2023
Q3 | $10.1M | Buy |
42,971
+102
| +0.2% | +$24K | 0.17% | 62 |
|
|
2023
Q2 | $10.4M | Sell |
42,869
-1,867
| -4% | -$455K | 0.17% | 64 |
|
|
2023
Q1 | $10.1M | Sell |
44,736
-134
| -0.3% | -$30.2K | 0.17% | 65 |
|
|
2022
Q4 | $9.45M | Sell |
44,870
-2,741
| -6% | -$577K | 0.17% | 71 |
|
|
2022
Q3 | $9.4M | Buy |
47,611
+19,979
| +72% | +$3.94M | 0.2% | 66 |
|
|
2022
Q2 | $5.74M | Buy |
27,632
+64
| +0.2% | +$13.3K | 0.12% | 78 |
|
|
2022
Q1 | $6.89M | Buy |
27,568
+7,691
| +39% | +$1.92M | 0.16% | 60 |
|
|
2021
Q4 | $5.26M | Sell |
19,877
-700
| -3% | -$185K | 0.12% | 79 |
|
|
2021
Q3 | $4.97M | Sell |
20,577
-4,301
| -17% | -$1.04M | 0.1% | 96 |
|
|
2021
Q2 | $6.02M | Sell |
24,878
-2,921
| -11% | -$707K | 0.16% | 62 |
|
|
2021
Q1 | $6.22M | Buy |
27,799
+2,034
| +8% | +$455K | 0.15% | 80 |
|
|
2020
Q4 | $5.46M | Buy |
+25,765
| New | +$5.46M | 0.16% | 73 |
|
|
2020
Q2 | – | Sell |
-18,527
| Closed | -$2.62M | – | 405 |
|
|
2020
Q1 | $2.62M | Buy |
+18,527
| New | +$2.62M | 0.11% | 105 |
|