Advisornet Financial’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 | $1.64M | Buy |
4,843
+307
| +7% | +$104K | 0.11% | 185 |
|
|
2025
Q1 | $1.39M | Buy |
4,536
+715
| +19% | +$219K | 0.1% | 194 |
|
|
2024
Q4 | $1.23M | Buy |
3,821
+168
| +5% | +$54.1K | 0.1% | 189 |
|
|
2024
Q3 | $1.15M | Buy |
3,653
+722
| +25% | +$227K | 0.09% | 214 |
|
|
2024
Q2 | $872K | Sell |
2,931
-381
| -12% | -$113K | 0.08% | 224 |
|
|
2024
Q1 | $954K | Buy |
+3,312
| New | +$954K | 0.09% | 209 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$7.28K | – | 2460 |
|
|
2023
Q3 | $7.28K | Buy |
+31
| New | +$7.28K | ﹤0.01% | 1323 |
|
|
2022
Q4 | – | Sell |
-314
| Closed | -$62K | – | 2426 |
|
|
2022
Q3 | $62K | Sell |
314
-266
| -46% | -$52.5K | 0.01% | 789 |
|
|
2022
Q2 | $120K | Buy |
580
+267
| +85% | +$55.2K | 0.01% | 618 |
|
|
2022
Q1 | $78K | Sell |
313
-6
| -2% | -$1.5K | ﹤0.01% | 813 |
|
|
2021
Q4 | $84K | Buy |
319
+2
| +0.6% | +$527 | 0.01% | 860 |
|
|
2021
Q3 | $77K | Sell |
317
-416
| -57% | -$101K | 0.01% | 869 |
|
|
2021
Q2 | $177K | Buy |
733
+2
| +0.3% | +$483 | 0.01% | 615 |
|
|
2021
Q1 | $164K | Buy |
731
+416
| +132% | +$93.3K | 0.01% | 607 |
|
|
2020
Q4 | $67K | Buy |
315
+1
| +0.3% | +$213 | 0.01% | 793 |
|
|
2020
Q3 | $59K | Sell |
314
-37
| -11% | -$6.95K | 0.01% | 807 |
|
|
2020
Q2 | $60K | Sell |
351
-305
| -46% | -$52.1K | ﹤0.01% | 800 |
|
|
2020
Q1 | $93K | Buy |
656
+214
| +48% | +$30.3K | 0.01% | 630 |
|
|
2019
Q4 | $79K | Buy |
442
+3
| +0.7% | +$536 | 0.01% | 745 |
|
|
2019
Q3 | $72K | Buy |
439
+39
| +10% | +$6.4K | 0.01% | 776 |
|
|
2019
Q2 | $65K | Buy |
400
+65
| +19% | +$10.6K | 0.01% | 725 |
|
|
2019
Q1 | $53K | Buy |
335
+1
| +0.3% | +$158 | 0.01% | 718 |
|
|
2018
Q4 | $46K | Buy |
334
+3
| +0.9% | +$413 | 0.01% | 710 |
|
|
2018
Q3 | $53K | Buy |
331
+2
| +0.6% | +$320 | 0.01% | 702 |
|
|
2018
Q2 | $50K | Hold |
329
| – | – | 0.01% | 700 |
|
|
2018
Q1 | $48K | Buy |
329
+1
| +0.3% | +$146 | 0.01% | 704 |
|
|
2017
Q4 | $49K | Buy |
+328
| New | +$49K | 0.01% | 660 |
|