Apexium Financial’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 | $3.46M | Hold |
10,197
| – | – | 0.18% | 64 |
|
|
2025
Q1 | $3.13M | Hold |
10,197
| – | – | 0.19% | 60 |
|
|
2024
Q4 | $3.29M | Hold |
10,197
| – | – | 0.2% | 55 |
|
|
2024
Q3 | $3.21M | Sell |
10,197
-43
| -0.4% | -$13.5K | 0.21% | 47 |
|
|
2024
Q2 | $3.05M | Sell |
10,240
-178
| -2% | -$53K | 0.22% | 45 |
|
|
2024
Q1 | $3M | Sell |
10,418
-2,894
| -22% | -$834K | 0.23% | 46 |
|
|
2023
Q4 | $3.49M | Buy |
13,312
+2,194
| +20% | +$575K | 0.25% | 54 |
|
|
2023
Q3 | $2.62M | Hold |
11,118
| – | – | 0.26% | 45 |
|
|
2023
Q2 | $2.71M | Sell |
11,118
-914
| -8% | -$223K | 0.24% | 47 |
|
|
2023
Q1 | $2.71M | Hold |
12,032
| – | – | 0.27% | 43 |
|
|
2022
Q4 | $2.53M | Hold |
12,032
| – | – | 0.26% | 44 |
|
|
2022
Q3 | $2.37M | Buy |
12,032
+5,517
| +85% | +$1.09M | 0.3% | 44 |
|
|
2022
Q2 | $1.35M | Hold |
6,515
| – | – | 0.78% | 27 |
|
|
2022
Q1 | $1.71M | Hold |
6,515
| – | – | 0.9% | 23 |
|
|
2021
Q4 | $1.72M | Hold |
6,515
| – | – | 0.89% | 25 |
|
|
2021
Q3 | $1.58M | Hold |
6,515
| – | – | 0.91% | 24 |
|
|
2021
Q2 | $1.58M | Hold |
6,515
| – | – | 0.98% | 23 |
|
|
2021
Q1 | $1.46M | Hold |
6,515
| – | – | 1.07% | 24 |
|
|
2020
Q4 | $1.38M | Hold |
6,515
| – | – | 1.09% | 23 |
|
|
2020
Q3 | $1.22M | Hold |
6,515
| – | – | 0.99% | 24 |
|
|
2020
Q2 | $1.12M | Sell |
6,515
-1,657
| -20% | -$284K | 1.01% | 23 |
|
|
2020
Q1 | $1.16M | Buy |
+8,172
| New | +$1.16M | 1.53% | 19 |
|