AAF Wealth 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 | $597K | Buy |
1,759
+3
| +0.2% | +$1.02K | 0.27% | 29 |
|
|
2025
Q1 | $539K | Buy |
1,756
+3
| +0.2% | +$920 | 0.29% | 27 |
|
|
2024
Q4 | $565K | Buy |
1,753
+4
| +0.2% | +$1.29K | 0.28% | 27 |
|
|
2024
Q3 | $550K | Buy |
1,749
+3
| +0.2% | +$943 | 0.28% | 30 |
|
|
2024
Q2 | $520K | Buy |
1,746
+282
| +19% | +$83.9K | 0.27% | 29 |
|
|
2024
Q1 | $422K | Buy |
1,464
+3
| +0.2% | +$864 | 0.24% | 31 |
|
|
2023
Q4 | $383K | Sell |
1,461
-7
| -0.5% | -$1.84K | 0.22% | 29 |
|
|
2023
Q3 | $345K | Sell |
1,468
-21
| -1% | -$4.93K | 0.22% | 28 |
|
|
2023
Q2 | $363K | Buy |
1,489
+2
| +0.1% | +$488 | 0.22% | 29 |
|
|
2023
Q1 | $335K | Buy |
1,487
+346
| +30% | +$77.9K | 0.22% | 29 |
|
|
2022
Q4 | $240K | Sell |
1,141
-32
| -3% | -$6.74K | 0.17% | 36 |
|
|
2022
Q3 | $231K | Buy |
1,173
+4
| +0.3% | +$789 | 0.18% | 31 |
|
|
2022
Q2 | $243K | Buy |
1,169
+3
| +0.3% | +$623 | 0.18% | 31 |
|
|
2022
Q1 | $292K | Buy |
1,166
+3
| +0.3% | +$750 | 0.19% | 25 |
|
|
2021
Q4 | $308K | Buy |
1,163
+2
| +0.2% | +$529 | 0.22% | 19 |
|
|
2021
Q3 | $281K | Buy |
1,161
+3
| +0.3% | +$725 | 0.21% | 22 |
|
|
2021
Q2 | $280K | Buy |
1,158
+2
| +0.2% | +$484 | 0.22% | 20 |
|
|
2021
Q1 | $259K | Buy |
1,156
+2
| +0.2% | +$448 | 0.22% | 19 |
|
|
2020
Q4 | $244K | Buy |
+1,154
| New | +$244K | 0.22% | 21 |
|