Ardent Capital 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 | $2.01M | Hold |
5,929
| – | – | 0.97% | 12 |
|
|
2025
Q1 | $1.82M | Hold |
5,929
| – | – | 0.79% | 12 |
|
|
2024
Q4 | $1.91M | Hold |
5,929
| – | – | 0.87% | 12 |
|
|
2024
Q3 | $1.86M | Hold |
5,929
| – | – | 0.85% | 12 |
|
|
2024
Q2 | $1.76M | Hold |
5,929
| – | – | 0.86% | 12 |
|
|
2024
Q1 | $1.71M | Hold |
5,929
| – | – | 0.86% | 14 |
|
|
2023
Q4 | $1.55M | Hold |
5,929
| – | – | 0.81% | 15 |
|
|
2023
Q3 | $1.39M | Buy |
5,929
+4,660
| +367% | +$1.09M | 0.79% | 16 |
|
|
2023
Q2 | $309K | Hold |
1,269
| – | – | 0.19% | 25 |
|
|
2023
Q1 | $286K | Sell |
1,269
-324
| -20% | -$73K | 0.21% | 25 |
|
|
2022
Q4 | $335K | Buy |
+1,593
| New | +$335K | 0.26% | 22 |
|