Advocate Group’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 | $340K | Hold |
1,000
| – | – | 0.06% | 99 |
|
|
2025
Q1 | $307K | Hold |
1,000
| – | – | 0.06% | 99 |
|
|
2024
Q4 | $322K | Hold |
1,000
| – | – | 0.06% | 99 |
|
|
2024
Q3 | $314K | Hold |
1,000
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $298K | Hold |
1,000
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $288K | Hold |
1,000
| – | – | 0.06% | 106 |
|
|
2023
Q4 | $262K | Hold |
1,000
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $235K | Hold |
1,000
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $244K | Hold |
1,000
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $225K | Hold |
1,000
| – | – | 0.05% | 115 |
|
|
2022
Q4 | $211K | Buy |
+1,000
| New | +$211K | 0.05% | 115 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$208K | – | 113 |
|
|
2022
Q2 | $208K | Buy |
+1,000
| New | +$208K | 0.05% | 109 |
|