Wellspring Financial 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 | $432K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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