Western 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 | $506K | Hold |
1,491
| – | – | 0.03% | 403 |
|
|
2025
Q1 | $457K | Sell |
1,491
-8
| -0.5% | -$2.45K | 0.03% | 415 |
|
|
2024
Q4 | $483K | Sell |
1,499
-15
| -1% | -$4.83K | 0.03% | 390 |
|
|
2024
Q3 | $476K | Hold |
1,514
| – | – | 0.03% | 479 |
|
|
2024
Q2 | $450K | Sell |
1,514
-1,601
| -51% | -$476K | 0.03% | 389 |
|
|
2024
Q1 | $897K | Sell |
3,115
-907
| -23% | -$261K | 0.07% | 244 |
|
|
2023
Q4 | $1.05M | Sell |
4,022
-1
| -0% | -$262 | 0.08% | 265 |
|
|
2023
Q3 | $945K | Buy |
4,023
+37
| +0.9% | +$8.69K | 0.08% | 259 |
|
|
2023
Q2 | $972K | Sell |
3,986
-50
| -1% | -$12.2K | 0.08% | 251 |
|
|
2023
Q1 | $909K | Sell |
4,036
-9
| -0.2% | -$2.03K | 0.08% | 249 |
|
|
2022
Q4 | $852K | Sell |
4,045
-4,110
| -50% | -$865K | 0.09% | 253 |
|
|
2022
Q3 | $1.61M | Buy |
8,155
+3,220
| +65% | +$636K | 0.09% | 215 |
|
|
2022
Q2 | $1.03M | Sell |
4,935
-15,602
| -76% | -$3.24M | 0.06% | 298 |
|
|
2022
Q1 | $5.14M | Buy |
20,537
+18,009
| +712% | +$4.5M | 0.25% | 89 |
|
|
2021
Q4 | $668K | Buy |
+2,528
| New | +$668K | 0.07% | 275 |
|
|
2021
Q2 | $640K | Buy |
2,648
+188
| +8% | +$45.4K | 0.07% | 307 |
|
|
2021
Q1 | $551K | Hold |
2,460
| – | – | 0.07% | 260 |
|
|
2020
Q4 | $521K | Sell |
2,460
-110
| -4% | -$23.3K | 0.08% | 244 |
|
|
2020
Q3 | $481K | Sell |
2,570
-540
| -17% | -$101K | 0.08% | 244 |
|
|
2020
Q2 | $534K | Sell |
3,110
-724
| -19% | -$124K | 0.1% | 212 |
|
|
2020
Q1 | $458K | Buy |
3,834
+949
| +33% | +$113K | 0.11% | 196 |
|
|
2019
Q4 | $515K | Buy |
2,885
+918
| +47% | +$164K | 0.08% | 227 |
|
|
2019
Q3 | $322K | Buy |
1,967
+27
| +1% | +$4.42K | 0.07% | 276 |
|
|
2019
Q2 | $316K | Buy |
1,940
+55
| +3% | +$8.96K | 0.04% | 296 |
|
|
2019
Q1 | $296K | Sell |
1,885
-141
| -7% | -$22.1K | 0.07% | 290 |
|
|
2018
Q4 | $281K | Buy |
+2,026
| New | +$281K | 0.08% | 259 |
|