AIA
Arcadia Investment 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 | $8.39M | Sell |
24,702
-229
| -0.9% | -$77.8K | 4.35% | 9 |
|
|
2025
Q1 | $7.65M | Sell |
24,931
-80
| -0.3% | -$24.5K | 4.28% | 11 |
|
|
2024
Q4 | $8.06M | Sell |
25,011
-169
| -0.7% | -$54.4K | 4.39% | 9 |
|
|
2024
Q3 | $7.92M | Sell |
25,180
-50
| -0.2% | -$15.7K | 4.24% | 9 |
|
|
2024
Q2 | $7.51M | Sell |
25,230
-21
| -0.1% | -$6.25K | 4.26% | 8 |
|
|
2024
Q1 | $7.27M | Sell |
25,251
-32
| -0.1% | -$9.22K | 4.15% | 9 |
|
|
2023
Q4 | $6.63M | Sell |
25,283
-142
| -0.6% | -$37.2K | 4% | 11 |
|
|
2023
Q3 | $5.97M | Sell |
25,425
-40
| -0.2% | -$9.4K | 3.95% | 11 |
|
|
2023
Q2 | $6.21M | Sell |
25,465
-45
| -0.2% | -$11K | 4.07% | 8 |
|
|
2023
Q1 | $5.75M | Sell |
25,510
-1,692
| -6% | -$381K | 3.95% | 11 |
|
|
2022
Q4 | $5.73M | Sell |
27,202
-797
| -3% | -$168K | 4% | 13 |
|
|
2022
Q3 | $5.53M | Hold |
27,999
| – | – | 4.18% | 9 |
|
|
2022
Q2 | $5.82M | Sell |
27,999
-24
| -0.1% | -$4.99K | 4.27% | 8 |
|
|
2022
Q1 | $7.01M | Hold |
28,023
| – | – | 4.26% | 8 |
|
|
2021
Q4 | $7.41M | Sell |
28,023
-488
| -2% | -$129K | 3.79% | 9 |
|
|
2021
Q3 | $6.89M | Sell |
28,511
-474
| -2% | -$115K | 3.71% | 9 |
|
|
2021
Q2 | $7.02M | Sell |
28,985
-167
| -0.6% | -$40.4K | 3.75% | 9 |
|
|
2021
Q1 | $6.53M | Hold |
29,152
| – | – | 3.58% | 9 |
|
|
2020
Q4 | $6.18M | Sell |
29,152
-299
| -1% | -$63.3K | 3.52% | 10 |
|
|
2020
Q3 | $5.51M | Sell |
29,451
-53
| -0.2% | -$9.92K | 3.52% | 13 |
|
|
2020
Q2 | $5.07M | Sell |
29,504
-220
| -0.7% | -$37.8K | 3.44% | 12 |
|
|
2020
Q1 | $4.21M | Buy |
29,724
+2,256
| +8% | +$319K | 3.34% | 14 |
|
|
2019
Q4 | $4.9M | Sell |
27,468
-116
| -0.4% | -$20.7K | 3.22% | 14 |
|
|
2019
Q3 | $4.54M | Sell |
27,584
-434
| -2% | -$71.4K | 3.06% | 15 |
|
|
2019
Q2 | $4.56M | Hold |
28,018
| – | – | 3.1% | 13 |
|
|
2019
Q1 | $4.41M | Sell |
28,018
-115
| -0.4% | -$18.1K | 3.32% | 11 |
|
|
2018
Q4 | $3.9M | Sell |
28,133
-328
| -1% | -$45.5K | 3.43% | 12 |
|
|
2018
Q3 | $4.6M | Sell |
28,461
-550
| -2% | -$88.9K | 3.58% | 10 |
|
|
2018
Q2 | $4.41M | Sell |
29,011
-156
| -0.5% | -$23.7K | 3.49% | 10 |
|
|
2018
Q1 | $4.28M | Sell |
29,167
-46
| -0.2% | -$6.76K | 3.67% | 10 |
|
|
2017
Q4 | $4.34M | Buy |
+29,213
| New | +$4.34M | 3.71% | 10 |
|