AFA
American Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Sell |
117,260
-2,408
| -2% | -$818K | 5.56% | 4 |
|
|
2025
Q1 | $36.7M | Sell |
119,668
-2,305
| -2% | -$707K | 5.33% | 4 |
|
|
2024
Q4 | $39.3M | Sell |
121,973
-1,417
| -1% | -$457K | 5.54% | 4 |
|
|
2024
Q3 | $38.8M | Sell |
123,390
-1,577
| -1% | -$496K | 5.3% | 5 |
|
|
2024
Q2 | $37.2M | Buy |
124,967
+6,531
| +6% | +$1.94M | 5.29% | 4 |
|
|
2024
Q1 | $34.1M | Buy |
118,436
+1,145
| +1% | +$330K | 4.81% | 5 |
|
|
2023
Q4 | $30.8M | Buy |
117,291
+1,591
| +1% | +$417K | 4.55% | 8 |
|
|
2023
Q3 | $27.2M | Buy |
115,700
+10,108
| +10% | +$2.37M | 4.28% | 9 |
|
|
2023
Q2 | $25.7M | Buy |
105,592
+36,572
| +53% | +$8.91M | 4.03% | 9 |
|
|
2023
Q1 | $15.5M | Buy |
69,020
+1,742
| +3% | +$392K | 2.53% | 13 |
|
|
2022
Q4 | $14.2M | Buy |
67,278
+2,317
| +4% | +$488K | 2.4% | 15 |
|
|
2022
Q3 | $12.8M | Buy |
64,961
+1,714
| +3% | +$338K | 2.21% | 19 |
|
|
2022
Q2 | $13.1M | Buy |
63,247
+1,501
| +2% | +$312K | 3.49% | 13 |
|
|
2022
Q1 | $15.4M | Sell |
61,746
-62,294
| -50% | -$15.6M | 2.14% | 18 |
|
|
2021
Q4 | $32.8M | Buy |
124,040
+14,666
| +13% | +$3.88M | 4.17% | 7 |
|
|
2021
Q3 | $26.4M | Sell |
109,374
-4,068
| -4% | -$983K | 3.53% | 10 |
|
|
2021
Q2 | $27.5M | Sell |
113,442
-3,297
| -3% | -$798K | 3.78% | 9 |
|
|
2021
Q1 | $26.1M | Sell |
116,739
-54,569
| -32% | -$12.2M | 3.88% | 9 |
|
|
2020
Q4 | $36.3M | Sell |
171,308
-3,523
| -2% | -$746K | 5.18% | 3 |
|
|
2020
Q3 | $32.7M | Sell |
174,831
-5,008
| -3% | -$937K | 5.32% | 3 |
|
|
2020
Q2 | $32.1M | Buy |
179,839
+22
| +0% | +$3.93K | 5.14% | 3 |
|
|
2020
Q1 | $28.4M | Buy |
179,817
+48,286
| +37% | +$7.64M | 5.1% | 2 |
|
|
2019
Q4 | $21.5M | Buy |
131,531
+19,923
| +18% | +$3.26M | 3.78% | 8 |
|
|
2019
Q3 | $18.4M | Sell |
111,608
-764
| -0.7% | -$126K | 3.47% | 10 |
|
|
2019
Q2 | $18.3M | Sell |
112,372
-2,343
| -2% | -$381K | 3.57% | 10 |
|
|
2019
Q1 | $18M | Buy |
114,715
+68,240
| +147% | +$10.7M | 3.68% | 9 |
|
|
2018
Q4 | $6.45M | Buy |
+46,475
| New | +$6.45M | 1.41% | 23 |
|