1SB
1ST Source Bank’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
1,673
-12
| -0.7% | -$4.08K | 0.03% | 177 |
|
|
2025
Q1 | $517K | Buy |
1,685
+265
| +19% | +$81.3K | 0.03% | 182 |
|
|
2024
Q4 | $457K | Sell |
1,420
-360
| -20% | -$116K | 0.03% | 191 |
|
|
2024
Q3 | $560K | Hold |
1,780
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $530K | Hold |
1,780
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $513K | Buy |
1,780
+128
| +8% | +$36.9K | 0.03% | 176 |
|
|
2023
Q4 | $433K | Hold |
1,652
| – | – | 0.03% | 188 |
|
|
2023
Q3 | $388K | Hold |
1,652
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $403K | Sell |
1,652
-9
| -0.5% | -$2.19K | 0.03% | 192 |
|
|
2023
Q1 | $374K | Hold |
1,661
| – | – | 0.02% | 199 |
|
|
2022
Q4 | $350K | Buy |
1,661
+190
| +13% | +$40K | 0.02% | 205 |
|
|
2022
Q3 | $290K | Sell |
1,471
-73
| -5% | -$14.4K | 0.02% | 210 |
|
|
2022
Q2 | $321K | Sell |
1,544
-35
| -2% | -$7.28K | 0.02% | 207 |
|
|
2022
Q1 | $395K | Hold |
1,579
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $418K | Sell |
1,579
-77
| -5% | -$20.4K | 0.02% | 192 |
|
|
2021
Q3 | $400K | Sell |
1,656
-40
| -2% | -$9.66K | 0.03% | 193 |
|
|
2021
Q2 | $411K | Sell |
1,696
-20
| -1% | -$4.85K | 0.03% | 192 |
|
|
2021
Q1 | $384K | Buy |
1,716
+22
| +1% | +$4.92K | 0.03% | 193 |
|
|
2020
Q4 | $359K | Sell |
1,694
-15
| -0.9% | -$3.18K | 0.03% | 190 |
|
|
2020
Q3 | $320K | Buy |
+1,709
| New | +$320K | 0.03% | 186 |
|
|
2020
Q1 | – | Sell |
-2,099
| Closed | -$375K | – | 223 |
|
|
2019
Q4 | $375K | Hold |
2,099
| – | – | 0.03% | 180 |
|
|
2019
Q3 | $345K | Sell |
2,099
-200
| -9% | -$32.9K | 0.03% | 179 |
|
|
2019
Q2 | $374K | Buy |
2,299
+700
| +44% | +$114K | 0.03% | 171 |
|
|
2019
Q1 | $252K | Hold |
1,599
| – | – | 0.02% | 203 |
|
|
2018
Q4 | $222K | Buy |
+1,599
| New | +$222K | 0.02% | 200 |
|