Advance Capital 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 | $12M | Buy |
35,283
+277
| +0.8% | +$94.1K | 0.54% | 18 |
|
|
2025
Q1 | $10.7M | Sell |
35,006
-366
| -1% | -$112K | 0.51% | 18 |
|
|
2024
Q4 | $11.4M | Sell |
35,372
-208
| -0.6% | -$67K | 0.52% | 16 |
|
|
2024
Q3 | $11.2M | Sell |
35,580
-849
| -2% | -$267K | 0.5% | 16 |
|
|
2024
Q2 | $10.8M | Sell |
36,429
-32
| -0.1% | -$9.52K | 0.51% | 15 |
|
|
2024
Q1 | $10.5M | Buy |
36,461
+921
| +3% | +$265K | 0.73% | 14 |
|
|
2023
Q4 | $9.32M | Buy |
35,540
+1,285
| +4% | +$337K | 0.74% | 13 |
|
|
2023
Q3 | $8.05M | Sell |
34,255
-557
| -2% | -$131K | 0.74% | 11 |
|
|
2023
Q2 | $8.48M | Sell |
34,812
-64
| -0.2% | -$15.6K | 0.96% | 11 |
|
|
2023
Q1 | $7.86M | Buy |
34,876
+5,434
| +18% | +$1.22M | 1.4% | 11 |
|
|
2022
Q4 | $6.2M | Sell |
29,442
-1,778
| -6% | -$374K | 0.82% | 12 |
|
|
2022
Q3 | $6.16M | Sell |
31,220
-190
| -0.6% | -$37.5K | 0.75% | 12 |
|
|
2022
Q2 | $6.53M | Sell |
31,410
-386
| -1% | -$80.2K | 0.78% | 9 |
|
|
2022
Q1 | $7.95M | Sell |
31,796
-424
| -1% | -$106K | 0.97% | 7 |
|
|
2021
Q4 | $8.52M | Buy |
+32,220
| New | +$8.52M | 1.74% | 5 |
|