Accredited Investors’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 | $3.65M | Sell |
10,743
-130
| -1% | -$44.1K | 0.22% | 47 |
|
|
2025
Q1 | $3.34M | Buy |
10,873
+6
| +0.1% | +$1.84K | 0.21% | 46 |
|
|
2024
Q4 | $3.5M | Buy |
10,867
+1
| +0% | +$322 | 0.21% | 47 |
|
|
2024
Q3 | $3.42M | Hold |
10,866
| – | – | 0.2% | 47 |
|
|
2024
Q2 | $3.23M | Hold |
10,866
| – | – | 0.2% | 44 |
|
|
2024
Q1 | $3.13M | Hold |
10,866
| – | – | 0.2% | 47 |
|
|
2023
Q4 | $2.85M | Hold |
10,866
| – | – | 0.2% | 50 |
|
|
2023
Q3 | $2.55M | Hold |
10,866
| – | – | 0.19% | 46 |
|
|
2023
Q2 | $2.65M | Sell |
10,866
-103
| -0.9% | -$25.1K | 0.19% | 44 |
|
|
2023
Q1 | $2.47M | Hold |
10,969
| – | – | 0.19% | 43 |
|
|
2022
Q4 | $2.31M | Hold |
10,969
| – | – | 0.2% | 44 |
|
|
2022
Q3 | $2.17M | Sell |
10,969
-362
| -3% | -$71.5K | 0.25% | 45 |
|
|
2022
Q2 | $2.35M | Hold |
11,331
| – | – | 0.28% | 42 |
|
|
2022
Q1 | $2.83M | Sell |
11,331
-22
| -0.2% | -$5.5K | 0.26% | 41 |
|
|
2021
Q4 | $3M | Sell |
11,353
-1
| -0% | -$264 | 0.27% | 37 |
|
|
2021
Q3 | $2.74M | Hold |
11,354
| – | – | 0.3% | 37 |
|
|
2021
Q2 | $2.75M | Hold |
11,354
| – | – | 0.28% | 36 |
|
|
2021
Q1 | $2.54M | Sell |
11,354
-135
| -1% | -$30.2K | 0.34% | 37 |
|
|
2020
Q4 | $2.43M | Sell |
11,489
-30
| -0.3% | -$6.36K | 0.41% | 33 |
|
|
2020
Q3 | $2.16M | Sell |
11,519
-726
| -6% | -$136K | 0.45% | 28 |
|
|
2020
Q2 | $2.1M | Sell |
12,245
-2,057
| -14% | -$353K | 0.43% | 29 |
|
|
2020
Q1 | $2.02M | Hold |
14,302
| – | – | 0.48% | 28 |
|
|
2019
Q4 | $2.55M | Buy |
14,302
+71
| +0.5% | +$12.7K | 0.43% | 33 |
|
|
2019
Q3 | $2.34M | Hold |
14,231
| – | – | 0.45% | 32 |
|
|
2019
Q2 | $2.32M | Hold |
14,231
| – | – | 0.45% | 30 |
|
|
2019
Q1 | $2.24M | Buy |
14,231
+611
| +4% | +$96.1K | 0.45% | 30 |
|
|
2018
Q4 | $1.89M | Buy |
13,620
+2,700
| +25% | +$374K | 0.42% | 31 |
|
|
2018
Q3 | $1.77M | Sell |
10,920
-574
| -5% | -$92.8K | 0.44% | 25 |
|
|
2018
Q2 | $1.75M | Sell |
11,494
-721
| -6% | -$110K | 0.45% | 23 |
|
|
2018
Q1 | $1.79M | Hold |
12,215
| – | – | 0.49% | 23 |
|
|
2017
Q4 | $1.82M | Hold |
12,215
| – | – | 0.5% | 22 |
|
|
2017
Q3 | $1.71M | Sell |
12,215
-384
| -3% | -$53.7K | 0.47% | 24 |
|
|
2017
Q2 | $1.7M | Hold |
12,599
| – | – | 0.44% | 20 |
|
|
2017
Q1 | $1.65M | Sell |
12,599
-471
| -4% | -$61.8K | 0.41% | 20 |
|
|
2016
Q4 | $1.63M | Sell |
13,070
-304
| -2% | -$37.8K | 0.42% | 20 |
|
|
2016
Q3 | $1.61M | Sell |
13,374
-1,471
| -10% | -$177K | 0.44% | 18 |
|
|
2016
Q2 | $1.74M | Sell |
14,845
-1,263
| -8% | -$148K | 0.48% | 17 |
|
|
2016
Q1 | $1.84M | Sell |
16,108
-52
| -0.3% | -$5.93K | 0.47% | 18 |
|
|
2015
Q4 | $1.83M | Sell |
16,160
-157
| -1% | -$17.8K | 0.45% | 19 |
|
|
2015
Q3 | $1.75M | Buy |
16,317
+2,224
| +16% | +$238K | 0.47% | 20 |
|
|
2015
Q2 | $1.64M | Sell |
14,093
-60
| -0.4% | -$6.97K | 0.43% | 21 |
|
|
2015
Q1 | $1.64M | Buy |
14,153
+86
| +0.6% | +$9.97K | 0.42% | 21 |
|
|
2014
Q4 | $1.61M | Sell |
14,067
-780
| -5% | -$89.4K | 0.48% | 20 |
|
|
2014
Q3 | $1.63M | Buy |
14,847
+159
| +1% | +$17.5K | 0.49% | 20 |
|
|
2014
Q2 | $1.62M | Sell |
14,688
-737
| -5% | -$81.2K | 0.53% | 16 |
|
|
2014
Q1 | $1.62M | Sell |
15,425
-570
| -4% | -$59.8K | 0.54% | 16 |
|
|
2013
Q4 | $1.65M | Sell |
15,995
-220
| -1% | -$22.7K | 0.58% | 16 |
|
|
2013
Q3 | $1.53M | Sell |
16,215
-82
| -0.5% | -$7.72K | 0.56% | 16 |
|
|
2013
Q2 | $1.47M | Buy |
+16,297
| New | +$1.47M | 0.58% | 15 |
|