Wealthstream Advisors’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 | $1.18M | Sell |
3,489
-308
| -8% | -$105K | 0.2% | 48 |
|
|
2025
Q1 | $1.16M | Hold |
3,797
| – | – | 0.22% | 38 |
|
|
2024
Q4 | $1.22M | Hold |
3,797
| – | – | 0.23% | 35 |
|
|
2024
Q3 | $1.19M | Hold |
3,797
| – | – | 0.22% | 37 |
|
|
2024
Q2 | $1.13M | Hold |
3,797
| – | – | 0.41% | 35 |
|
|
2024
Q1 | $1.09M | Sell |
3,797
-8
| -0.2% | -$2.3K | 0.42% | 35 |
|
|
2023
Q4 | $998K | Buy |
3,805
+2
| +0.1% | +$524 | 0.41% | 32 |
|
|
2023
Q3 | $893K | Sell |
3,803
-41
| -1% | -$9.63K | 0.46% | 27 |
|
|
2023
Q2 | $937K | Buy |
3,844
+1
| +0% | +$244 | 0.49% | 25 |
|
|
2023
Q1 | $866K | Hold |
3,843
| – | – | 0.52% | 25 |
|
|
2022
Q4 | $809K | Sell |
3,843
-221
| -5% | -$46.5K | 0.53% | 26 |
|
|
2022
Q3 | $802K | Buy |
4,064
+2
| +0% | +$395 | 0.86% | 18 |
|
|
2022
Q2 | $844K | Buy |
4,062
+1
| +0% | +$208 | 0.85% | 19 |
|
|
2022
Q1 | $1.02M | Buy |
4,061
+2
| +0% | +$500 | 0.89% | 18 |
|
|
2021
Q4 | $1.07M | Buy |
+4,059
| New | +$1.07M | 0.91% | 19 |
|