WPA
West Paces Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Hold |
2,840
| – | – | 0.21% | 60 |
|
|
2025
Q1 | $871K | Hold |
2,840
| – | – | 0.2% | 61 |
|
|
2024
Q4 | $915K | Hold |
2,840
| – | – | 0.22% | 55 |
|
|
2024
Q3 | $893K | Sell |
2,840
-100
| -3% | -$31.4K | 0.22% | 55 |
|
|
2024
Q2 | $875K | Hold |
2,940
| – | – | 0.23% | 52 |
|
|
2024
Q1 | $847K | Hold |
2,940
| – | – | 0.22% | 53 |
|
|
2023
Q4 | $771K | Hold |
2,940
| – | – | 0.22% | 55 |
|
|
2023
Q3 | $691K | Hold |
2,940
| – | – | 0.22% | 56 |
|
|
2023
Q2 | $717K | Hold |
2,940
| – | – | 0.21% | 59 |
|
|
2023
Q1 | $662K | Hold |
2,940
| – | – | 0.21% | 67 |
|
|
2022
Q4 | $619K | Hold |
2,940
| – | – | 0.2% | 71 |
|
|
2022
Q3 | $580K | Hold |
2,940
| – | – | 0.21% | 70 |
|
|
2022
Q2 | $611K | Hold |
2,940
| – | – | 0.21% | 71 |
|
|
2022
Q1 | $735K | Hold |
2,940
| – | – | 0.23% | 67 |
|
|
2021
Q4 | $777K | Hold |
2,940
| – | – | 0.24% | 60 |
|
|
2021
Q3 | $711K | Hold |
2,940
| – | – | 0.25% | 63 |
|
|
2021
Q2 | $712K | Hold |
2,940
| – | – | 0.26% | 61 |
|
|
2021
Q1 | $658K | Hold |
2,940
| – | – | 0.26% | 63 |
|
|
2020
Q4 | $623K | Hold |
2,940
| – | – | 0.28% | 66 |
|
|
2020
Q3 | $550K | Hold |
2,940
| – | – | 0.28% | 65 |
|
|
2020
Q2 | $505K | Hold |
2,940
| – | – | 0.27% | 67 |
|
|
2020
Q1 | $416K | Hold |
2,940
| – | – | 0.26% | 71 |
|
|
2019
Q4 | $525K | Hold |
2,940
| – | – | 0.29% | 68 |
|
|
2019
Q3 | $484K | Hold |
2,940
| – | – | 0.29% | 70 |
|
|
2019
Q2 | $479K | Hold |
2,940
| – | – | 0.3% | 65 |
|
|
2019
Q1 | $462K | Buy |
+2,940
| New | +$462K | 0.32% | 65 |
|