Allen Mooney & Barnes Investment Advisors’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 | $554K | Buy |
1,632
+4
| +0.2% | +$1.36K | 0.09% | 98 |
|
|
2025
Q1 | $499K | Buy |
1,628
+4
| +0.2% | +$1.23K | 0.08% | 100 |
|
|
2024
Q4 | $523K | Buy |
1,624
+5
| +0.3% | +$1.61K | 0.09% | 98 |
|
|
2024
Q3 | $509K | Sell |
1,619
-1,143
| -41% | -$359K | 0.09% | 101 |
|
|
2024
Q2 | $822K | Buy |
2,762
+3
| +0.1% | +$893 | 0.15% | 75 |
|
|
2024
Q1 | $786K | Buy |
2,759
+5
| +0.2% | +$1.43K | 0.15% | 78 |
|
|
2023
Q4 | $722K | Sell |
2,754
-137
| -5% | -$35.9K | 0.14% | 81 |
|
|
2023
Q3 | $679K | Hold |
2,891
| – | – | 0.14% | 79 |
|
|
2023
Q2 | $705K | Buy |
2,891
+4
| +0.1% | +$975 | 0.16% | 75 |
|
|
2023
Q1 | $650K | Buy |
2,887
+6
| +0.2% | +$1.35K | 0.16% | 74 |
|
|
2022
Q4 | $607K | Buy |
2,881
+7
| +0.2% | +$1.47K | 0.15% | 77 |
|
|
2022
Q3 | $567K | Buy |
2,874
+7
| +0.2% | +$1.38K | 0.15% | 76 |
|
|
2022
Q2 | $596K | Buy |
2,867
+1,567
| +121% | +$326K | 0.15% | 79 |
|
|
2022
Q1 | $325K | Buy |
+1,300
| New | +$325K | 0.07% | 120 |
|