Almanack Investment Partners’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 | $588K | Hold |
1,732
| – | – | 0.09% | 109 |
|
|
2025
Q1 | $531K | Sell |
1,732
-1,022
| -37% | -$313K | 0.11% | 88 |
|
|
2024
Q4 | $887K | Sell |
2,754
-14
| -0.5% | -$4.51K | 0.14% | 82 |
|
|
2024
Q3 | $870K | Hold |
2,768
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $824K | Hold |
2,768
| – | – | 0.14% | 86 |
|
|
2024
Q1 | $797K | Sell |
2,768
-28
| -1% | -$8.07K | 0.14% | 82 |
|
|
2023
Q4 | $733K | Sell |
2,796
-2
| -0.1% | -$525 | 0.14% | 76 |
|
|
2023
Q3 | $657K | Hold |
2,798
| – | – | 0.13% | 73 |
|
|
2023
Q2 | $682K | Hold |
2,798
| – | – | 0.12% | 76 |
|
|
2023
Q1 | $630K | Hold |
2,798
| – | – | 0.12% | 78 |
|
|
2022
Q4 | $589K | Sell |
2,798
-4,148
| -60% | -$873K | 0.13% | 73 |
|
|
2022
Q3 | $1.37M | Buy |
6,946
+3,473
| +100% | +$686K | 0.27% | 46 |
|
|
2022
Q2 | $722K | Hold |
3,473
| – | – | 0.07% | 171 |
|
|
2022
Q1 | $868K | Hold |
3,473
| – | – | 0.08% | 170 |
|
|
2021
Q4 | $918K | Buy |
3,473
+5
| +0.1% | +$1.32K | 0.07% | 161 |
|
|
2021
Q3 | $838K | Buy |
3,468
+1,034
| +42% | +$250K | 0.07% | 178 |
|
|
2021
Q2 | $589K | Hold |
2,434
| – | – | 0.06% | 200 |
|
|
2021
Q1 | $545K | Sell |
2,434
-78
| -3% | -$17.5K | 0.06% | 215 |
|
|
2020
Q4 | $532K | Hold |
2,512
| – | – | 0.06% | 198 |
|
|
2020
Q3 | $498K | Buy |
+2,512
| New | +$498K | 0.06% | 207 |
|