AE Wealth 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 | $1.63M | Buy |
4,801
+20
| +0.4% | +$6.79K | 0.01% | 586 |
|
|
2025
Q1 | $1.47M | Buy |
4,781
+1,488
| +45% | +$456K | 0.01% | 611 |
|
|
2024
Q4 | $1.06M | Sell |
3,293
-212
| -6% | -$68.3K | 0.01% | 686 |
|
|
2024
Q3 | $1.1M | Sell |
3,505
-116
| -3% | -$36.5K | 0.01% | 673 |
|
|
2024
Q2 | $1.08M | Buy |
3,621
+679
| +23% | +$202K | 0.01% | 683 |
|
|
2024
Q1 | $847K | Sell |
2,942
-6,821
| -70% | -$1.96M | 0.01% | 689 |
|
|
2023
Q4 | $2.62M | Sell |
9,763
-54,123
| -85% | -$14.5M | 0.01% | 813 |
|
|
2023
Q3 | $15M | Buy |
63,886
+11,971
| +23% | +$2.81M | 0.09% | 264 |
|
|
2023
Q2 | $12.7M | Buy |
51,915
+42,546
| +454% | +$10.4M | 0.08% | 317 |
|
|
2023
Q1 | $2.11M | Buy |
9,369
+17
| +0.2% | +$3.83K | 0.01% | 772 |
|
|
2022
Q4 | $1.97M | Buy |
9,352
+1,715
| +22% | +$361K | 0.01% | 756 |
|
|
2022
Q3 | $1.51M | Sell |
7,637
-146
| -2% | -$28.8K | 0.01% | 796 |
|
|
2022
Q2 | $1.62M | Buy |
7,783
+523
| +7% | +$109K | 0.01% | 731 |
|
|
2022
Q1 | $1.82M | Sell |
7,260
-654
| -8% | -$164K | 0.01% | 725 |
|
|
2021
Q4 | $2.09M | Buy |
7,914
+2,103
| +36% | +$556K | 0.01% | 688 |
|
|
2021
Q3 | $1.41M | Buy |
5,811
+1,913
| +49% | +$463K | 0.01% | 766 |
|
|
2021
Q2 | $944K | Buy |
3,898
+147
| +4% | +$35.6K | 0.01% | 866 |
|
|
2021
Q1 | $840K | Sell |
3,751
-639
| -15% | -$143K | 0.01% | 828 |
|
|
2020
Q4 | $930K | Sell |
4,390
-2,841
| -39% | -$602K | 0.01% | 728 |
|
|
2020
Q3 | $1.35M | Sell |
7,231
-1,140
| -14% | -$213K | 0.02% | 542 |
|
|
2020
Q2 | $1.44M | Sell |
8,371
-7,833
| -48% | -$1.34M | 0.02% | 504 |
|
|
2020
Q1 | $2.29M | Sell |
16,204
-6,671
| -29% | -$944K | 0.05% | 275 |
|
|
2019
Q4 | $4.08M | Buy |
22,875
+17,817
| +352% | +$3.18M | 0.09% | 212 |
|
|
2019
Q3 | $832K | Sell |
5,058
-5,890
| -54% | -$969K | 0.02% | 493 |
|
|
2019
Q2 | $1.78M | Buy |
10,948
+6,681
| +157% | +$1.09M | 0.05% | 269 |
|
|
2019
Q1 | $671K | Sell |
4,267
-4,981
| -54% | -$783K | 0.05% | 289 |
|
|
2018
Q4 | $1.28M | Sell |
9,248
-5,757
| -38% | -$799K | 0.22% | 117 |
|
|
2018
Q3 | $2.43M | Buy |
15,005
+9,848
| +191% | +$1.59M | 0.13% | 120 |
|
|
2018
Q2 | $784K | Buy |
5,157
+3,616
| +235% | +$550K | 0.05% | 203 |
|
|
2018
Q1 | $226K | Sell |
1,541
-264
| -15% | -$38.7K | 0.02% | 382 |
|
|
2017
Q4 | $268K | Buy |
+1,805
| New | +$268K | 0.02% | 343 |
|