AFP
Ausdal Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $522K | Buy |
1,538
+721
| +88% | +$245K | 0.03% | 419 |
|
2025
Q1 | $251K | Sell |
817
-195
| -19% | -$59.8K | 0.02% | 543 |
|
2024
Q4 | $326K | Sell |
1,012
-77
| -7% | -$24.8K | 0.03% | 434 |
|
2024
Q3 | $342K | Sell |
1,089
-28,196
| -96% | -$8.86M | 0.04% | 380 |
|
2024
Q2 | $8.71M | Sell |
29,285
-1,071
| -4% | -$319K | 0.93% | 18 |
|
2024
Q1 | $8.74M | Sell |
30,356
-1,640
| -5% | -$472K | 1.02% | 15 |
|
2023
Q4 | $8.39M | Sell |
31,996
-1,764
| -5% | -$463K | 1.04% | 16 |
|
2023
Q3 | $7.93M | Sell |
33,760
-1,219
| -3% | -$286K | 1.09% | 18 |
|
2023
Q2 | $8.53M | Buy |
34,979
+33,742
| +2,728% | +$8.22M | 1.16% | 11 |
|
2023
Q1 | $279K | Sell |
1,237
-249
| -17% | -$56.1K | 0.04% | 356 |
|
2022
Q4 | $313K | Sell |
1,486
-16,822
| -92% | -$3.54M | 0.05% | 328 |
|
2022
Q3 | $3.61M | Sell |
18,308
-558
| -3% | -$110K | 0.57% | 34 |
|
2022
Q2 | $3.92M | Buy |
18,866
+16,622
| +741% | +$3.45M | 0.59% | 37 |
|
2022
Q1 | $561K | Sell |
2,244
-133
| -6% | -$33.3K | 0.08% | 260 |
|
2021
Q4 | $629K | Buy |
2,377
+7
| +0.3% | +$1.85K | 0.08% | 241 |
|
2021
Q3 | $573K | Buy |
2,370
+100
| +4% | +$24.2K | 0.09% | 250 |
|
2021
Q2 | $550K | Sell |
2,270
-117
| -5% | -$28.3K | 0.08% | 245 |
|
2021
Q1 | $534K | Sell |
2,387
-193
| -7% | -$43.2K | 0.09% | 236 |
|
2020
Q4 | $547K | Buy |
2,580
+318
| +14% | +$67.4K | 0.11% | 206 |
|
2020
Q3 | $423K | Sell |
2,262
-60
| -3% | -$11.2K | 0.1% | 211 |
|
2020
Q2 | $399K | Sell |
2,322
-70
| -3% | -$12K | 0.13% | 170 |
|
2020
Q1 | $370K | Sell |
2,392
-27
| -1% | -$4.18K | 0.13% | 169 |
|
2019
Q4 | $439K | Hold |
2,419
| – | – | 0.13% | 202 |
|
2019
Q3 | $398K | Sell |
2,419
-278
| -10% | -$45.7K | 0.14% | 191 |
|
2019
Q2 | $451K | Buy |
2,697
+23
| +0.9% | +$3.85K | 0.17% | 161 |
|
2019
Q1 | $421K | Sell |
2,674
-339
| -11% | -$53.4K | 0.17% | 155 |
|
2018
Q4 | $418K | Sell |
3,013
-349
| -10% | -$48.4K | 0.2% | 127 |
|
2018
Q3 | $544K | Sell |
3,362
-10
| -0.3% | -$1.62K | 0.15% | 177 |
|
2018
Q2 | $512K | Sell |
3,372
-397
| -11% | -$60.3K | 0.16% | 186 |
|
2018
Q1 | $553K | Sell |
3,769
-654
| -15% | -$96K | 0.19% | 157 |
|
2017
Q4 | $657K | Sell |
4,423
-2,231
| -34% | -$331K | 0.24% | 131 |
|
2017
Q3 | $931K | Buy |
6,654
+1,148
| +21% | +$161K | 0.37% | 73 |
|
2017
Q2 | $745K | Buy |
5,506
+2,283
| +71% | +$309K | 0.32% | 85 |
|
2017
Q1 | $423K | Buy |
3,223
+255
| +9% | +$33.5K | 0.19% | 137 |
|
2016
Q4 | $369K | Buy |
2,968
+404
| +16% | +$50.2K | 0.17% | 154 |
|
2016
Q3 | $309K | Sell |
2,564
-180
| -7% | -$21.7K | 0.16% | 166 |
|
2016
Q2 | $321K | Buy |
2,744
+114
| +4% | +$13.3K | 0.16% | 155 |
|
2016
Q1 | $300K | Buy |
2,630
+107
| +4% | +$12.2K | 0.17% | 149 |
|
2015
Q4 | $286K | Buy |
+2,523
| New | +$286K | 0.14% | 161 |
|