Westside Investment 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 | $146K | Hold |
430
| – | – | 0.03% | 289 |
|
|
2025
Q1 | $132K | Hold |
430
| – | – | 0.03% | 279 |
|
|
2024
Q4 | $139K | Hold |
430
| – | – | 0.03% | 268 |
|
|
2024
Q3 | $135K | Hold |
430
| – | – | 0.03% | 281 |
|
|
2024
Q2 | $128K | Hold |
430
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $124K | Hold |
430
| – | – | 0.03% | 273 |
|
|
2023
Q4 | $113K | Hold |
430
| – | – | 0.03% | 265 |
|
|
2023
Q3 | $101K | Hold |
430
| – | – | 0.03% | 272 |
|
|
2023
Q2 | $105K | Hold |
430
| – | – | 0.03% | 268 |
|
|
2023
Q1 | $96.8K | Hold |
430
| – | – | 0.03% | 278 |
|
|
2022
Q4 | $90 | Hold |
430
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $84 | Hold |
430
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $89 | Hold |
430
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $107 | Hold |
430
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $113 | Hold |
430
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $103 | Hold |
430
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $104 | Hold |
430
| – | – | ﹤0.01% | 335 |
|
|
2021
Q1 | $96 | Hold |
430
| – | – | ﹤0.01% | 332 |
|
|
2020
Q4 | $91 | Hold |
430
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $80 | Hold |
430
| – | – | ﹤0.01% | 313 |
|
|
2020
Q2 | $73 | Hold |
430
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $60 | Buy |
+430
| New | +$60 | ﹤0.01% | 317 |
|
|
2019
Q2 | $69 | Buy |
+430
| New | +$69 | ﹤0.01% | 283 |
|
|
2018
Q4 | $59.6K | Buy |
+430
| New | +$59.6K | 0.02% | 273 |
|
|
2018
Q3 | – | Sell |
-430
| Closed | -$65.5K | – | 777 |
|
|
2018
Q2 | $65.5K | Hold |
430
| – | – | 0.02% | 271 |
|
|
2018
Q1 | $61.7K | Hold |
430
| – | – | 0.03% | 264 |
|
|
2017
Q4 | $65.6K | Hold |
430
| – | – | 0.04% | 253 |
|
|
2017
Q3 | $60.8K | Buy |
+430
| New | +$60.8K | 0.04% | 254 |
|