Advisor Resource Council’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 | $1.55M | Sell |
4,569
-2,253
| -33% | -$765K | 0.6% | 26 |
|
|
2025
Q1 | $2.08M | Sell |
6,822
-356
| -5% | -$109K | 0.17% | 152 |
|
|
2024
Q4 | $2.31M | Buy |
+7,178
| New | +$2.31M | 1.66% | 8 |
|
|
2024
Q3 | – | Sell |
-3,639
| Closed | -$1.08M | – | 240 |
|
|
2024
Q2 | $1.08M | Sell |
3,639
-329
| -8% | -$97.9K | 1.98% | 8 |
|
|
2024
Q1 | $1.13M | Buy |
3,968
+210
| +6% | +$60K | 0.48% | 42 |
|
|
2023
Q4 | $986K | Buy |
3,758
+119
| +3% | +$31.2K | 0.11% | 180 |
|
|
2023
Q3 | $855K | Hold |
3,639
| – | – | 0.44% | 40 |
|
|
2023
Q2 | $887K | Buy |
3,639
+84
| +2% | +$20.5K | 0.4% | 38 |
|
|
2023
Q1 | $801K | Sell |
3,555
-47
| -1% | -$10.6K | 0.2% | 131 |
|
|
2022
Q4 | $758K | Hold |
3,602
| – | – | 0.37% | 54 |
|
|
2022
Q3 | $711K | Sell |
3,602
-7,591
| -68% | -$1.5M | 0.48% | 53 |
|
|
2022
Q2 | $2.33M | Buy |
11,193
+7,262
| +185% | +$1.51M | 0.22% | 99 |
|
|
2022
Q1 | $983K | Sell |
3,931
-8,045
| -67% | -$2.01M | 0.3% | 99 |
|
|
2021
Q4 | $3.17M | Buy |
11,976
+5,475
| +84% | +$1.45M | 0.25% | 84 |
|
|
2021
Q3 | $1.57M | Sell |
6,501
-4,018
| -38% | -$972K | 0.48% | 58 |
|
|
2021
Q2 | $2.55M | Buy |
+10,519
| New | +$2.55M | 0.27% | 82 |
|