Wetzel Investment Advisors’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 | $441K | Hold |
1,299
| – | – | 0.2% | 72 |
|
|
2025
Q1 | $398K | Hold |
1,299
| – | – | 0.2% | 77 |
|
|
2024
Q4 | $418K | Hold |
1,299
| – | – | 0.21% | 76 |
|
|
2024
Q3 | $408K | Buy |
1,299
+1,015
| +357% | +$319K | 0.21% | 77 |
|
|
2024
Q2 | $81.8K | Buy |
284
+100
| +54% | +$28.8K | 0.05% | 192 |
|
|
2024
Q1 | $50.5K | Sell |
184
-100
| -35% | -$27.4K | 0.03% | 251 |
|
|
2023
Q4 | $74K | Buy |
+284
| New | +$74K | 0.05% | 205 |
|