Westshore Wealth’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 | $1.88M | Buy |
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|
2025
Q1 | $1.7M | Hold |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $2.08M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $210K | Buy |
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