Wealthstream Advisors’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
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.22M | Hold |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $998K | Buy |
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|
2023
Q3 | $893K | Sell |
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|
2023
Q2 | $937K | Buy |
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|
2023
Q1 | $866K | Hold |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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