Apollon 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 | $885K | Buy |
2,606
+36
| +1% | +$12.2K | 0.02% | 585 |
|
|
2025
Q1 | $788K | Buy |
2,570
+14
| +0.5% | +$4.29K | 0.02% | 586 |
|
|
2024
Q4 | $823K | Buy |
2,556
+852
| +50% | +$274K | 0.02% | 585 |
|
|
2024
Q3 | $536K | Buy |
1,704
+231
| +16% | +$72.6K | 0.02% | 688 |
|
|
2024
Q2 | $438K | Sell |
1,473
-140
| -9% | -$41.6K | 0.01% | 733 |
|
|
2024
Q1 | $465K | Sell |
1,613
-342
| -17% | -$98.5K | 0.01% | 725 |
|
|
2023
Q4 | $513K | Buy |
1,955
+293
| +18% | +$76.9K | 0.02% | 638 |
|
|
2023
Q3 | $390K | Sell |
1,662
-99
| -6% | -$23.3K | 0.02% | 618 |
|
|
2023
Q2 | $429K | Sell |
1,761
-223
| -11% | -$54.4K | 0.02% | 642 |
|
|
2023
Q1 | $447K | Buy |
1,984
+26
| +1% | +$5.86K | 0.03% | 567 |
|
|
2022
Q4 | $412K | Sell |
1,958
-480
| -20% | -$101K | 0.03% | 573 |
|
|
2022
Q3 | $481K | Sell |
2,438
-47
| -2% | -$9.27K | 0.04% | 457 |
|
|
2022
Q2 | $516K | Buy |
2,485
+4
| +0.2% | +$831 | 0.04% | 419 |
|
|
2022
Q1 | $620K | Sell |
2,481
-334
| -12% | -$83.5K | 0.04% | 402 |
|
|
2021
Q4 | $744K | Buy |
2,815
+841
| +43% | +$222K | 0.06% | 366 |
|
|
2021
Q3 | $477K | Hold |
1,974
| – | – | 0.07% | 279 |
|
|
2021
Q2 | $478K | Buy |
1,974
+7
| +0.4% | +$1.7K | 0.09% | 223 |
|
|
2021
Q1 | $440K | Buy |
+1,967
| New | +$440K | 0.09% | 218 |
|