Wedmont Private Capital’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 | $1.66M | Buy |
4,828
+444
| +10% | +$152K | 0.07% | 178 |
|
|
2025
Q1 | $1.28M | Sell |
4,384
-3,728
| -46% | -$1.09M | 0.07% | 186 |
|
|
2024
Q4 | $2.59M | Buy |
8,112
+189
| +2% | +$60.4K | 0.14% | 88 |
|
|
2024
Q3 | $2.47M | Buy |
7,923
+5
| +0.1% | +$1.56K | 0.14% | 87 |
|
|
2024
Q2 | $2.43M | Buy |
7,918
+4,102
| +107% | +$1.26M | 0.15% | 85 |
|
|
2024
Q1 | $1.09M | Buy |
3,816
+4
| +0.1% | +$1.14K | 0.08% | 170 |
|
|
2023
Q4 | $997K | Buy |
3,812
+4
| +0.1% | +$1.05K | 0.08% | 162 |
|
|
2023
Q3 | $904K | Buy |
3,808
+6
| +0.2% | +$1.42K | 0.09% | 141 |
|
|
2023
Q2 | $940K | Buy |
3,802
+206
| +6% | +$51K | 0.1% | 133 |
|
|
2023
Q1 | $809K | Buy |
3,596
+5
| +0.1% | +$1.13K | 0.11% | 141 |
|
|
2022
Q4 | $766K | Buy |
3,591
+224
| +7% | +$47.8K | 0.11% | 140 |
|
|
2022
Q3 | $664K | Sell |
3,367
-200
| -6% | -$39.4K | 0.13% | 122 |
|
|
2022
Q2 | $741K | Buy |
3,567
+16
| +0.5% | +$3.32K | 0.16% | 99 |
|
|
2022
Q1 | $899K | Buy |
3,551
+2,326
| +190% | +$589K | 0.2% | 83 |
|
|
2021
Q4 | $316K | Buy |
+1,225
| New | +$316K | 0.1% | 161 |
|