Werba Rubin Papier Wealth Management’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 | $286K | Sell |
841
-40
| -5% | -$13.6K | 0.05% | 162 |
|
|
2025
Q1 | $270K | Buy |
881
+2
| +0.2% | +$614 | 0.06% | 139 |
|
|
2024
Q4 | $283K | Hold |
879
| – | – | 0.07% | 142 |
|
|
2024
Q3 | $276K | Buy |
+879
| New | +$276K | 0.06% | 136 |
|
|
2024
Q2 | – | Sell |
-889
| Closed | -$256K | – | 175 |
|
|
2024
Q1 | $256K | Sell |
889
-27
| -3% | -$7.78K | 0.07% | 118 |
|
|
2023
Q4 | $240K | Hold |
916
| – | – | 0.08% | 96 |
|
|
2023
Q3 | $216K | Sell |
916
-25
| -3% | -$5.9K | 0.08% | 107 |
|
|
2023
Q2 | $229K | Sell |
941
-44
| -4% | -$10.7K | 0.08% | 102 |
|
|
2023
Q1 | $222K | Hold |
985
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $207K | Buy |
+985
| New | +$207K | 0.09% | 94 |
|