Westshore Wealth’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 | $1.88M | Buy |
5,546
+1
| +0% | +$340 | 0.72% | 22 |
|
|
2025
Q1 | $1.7M | Hold |
5,545
| – | – | 0.72% | 22 |
|
|
2024
Q4 | $1.79M | Sell |
5,545
-11
| -0.2% | -$3.54K | 0.72% | 21 |
|
|
2024
Q3 | $1.75M | Sell |
5,556
-119
| -2% | -$37.4K | 0.71% | 20 |
|
|
2024
Q2 | $1.69M | Sell |
5,675
-285
| -5% | -$84.8K | 0.7% | 20 |
|
|
2024
Q1 | $1.72M | Sell |
5,960
-169
| -3% | -$48.7K | 0.71% | 20 |
|
|
2023
Q4 | $1.61M | Sell |
6,129
-450
| -7% | -$118K | 0.74% | 19 |
|
|
2023
Q3 | $1.55M | Sell |
6,579
-1,356
| -17% | -$319K | 0.86% | 17 |
|
|
2023
Q2 | $1.93M | Sell |
7,935
-1,110
| -12% | -$271K | 0.99% | 16 |
|
|
2023
Q1 | $2.04M | Sell |
9,045
-827
| -8% | -$186K | 1.07% | 13 |
|
|
2022
Q4 | $2.08M | Buy |
+9,872
| New | +$2.08M | 1.18% | 14 |
|
|
2021
Q3 | – | Sell |
-926
| Closed | -$224K | – | 107 |
|
|
2021
Q2 | $224K | Sell |
926
-12
| -1% | -$2.9K | 0.12% | 132 |
|
|
2021
Q1 | $210K | Buy |
+938
| New | +$210K | 0.12% | 133 |
|