Adero Partners’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
Q1 | $1.53M | Hold |
4,991
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $1.61M | Hold |
4,991
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $1.57M | Hold |
4,991
| – | – | 0.1% | 67 |
|
|
2024
Q2 | $1.48M | Hold |
4,991
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $1.44M | Hold |
4,991
| – | – | 0.11% | 69 |
|
|
2023
Q4 | $1.31M | Sell |
4,991
-40
| -0.8% | -$10.5K | 0.11% | 68 |
|
|
2023
Q3 | $1.18M | Sell |
5,031
-85
| -2% | -$20K | 0.11% | 67 |
|
|
2023
Q2 | $1.25M | Sell |
5,116
-87
| -2% | -$21.2K | 0.12% | 66 |
|
|
2023
Q1 | $1.17M | Sell |
5,203
-114
| -2% | -$25.7K | 0.13% | 66 |
|
|
2022
Q4 | $1.12M | Hold |
5,317
| – | – | 0.13% | 63 |
|
|
2022
Q3 | $1.11M | Sell |
5,317
-47
| -0.9% | -$9.79K | 0.14% | 64 |
|
|
2022
Q2 | $1.12M | Sell |
5,364
-41
| -0.8% | -$8.56K | 0.16% | 58 |
|
|
2022
Q1 | $1.35M | Sell |
5,405
-91
| -2% | -$22.8K | 0.2% | 52 |
|
|
2021
Q4 | $1.45M | Sell |
5,496
-28
| -0.5% | -$7.4K | 0.24% | 52 |
|
|
2021
Q3 | $1.34M | Sell |
5,524
-142
| -3% | -$34.3K | 0.24% | 50 |
|
|
2021
Q2 | $1.37M | Hold |
5,666
| – | – | 0.32% | 40 |
|
|
2021
Q1 | $1.27M | Hold |
5,666
| – | – | 0.57% | 34 |
|
|
2020
Q4 | $1.2M | Hold |
5,666
| – | – | 1.03% | 22 |
|
|
2020
Q3 | $1.06M | Hold |
5,666
| – | – | 0.85% | 25 |
|
|
2020
Q2 | $973K | Sell |
5,666
-937
| -14% | -$161K | 1.01% | 23 |
|
|
2020
Q1 | $935K | Buy |
6,603
+47
| +0.7% | +$6.66K | 1.55% | 16 |
|
|
2019
Q4 | $1.17M | Buy |
+6,556
| New | +$1.17M | 1.31% | 18 |
|