Auxano Advisors’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 | $18.2M | Sell |
53,663
-343
| -0.6% | -$116K | 4.25% | 7 |
|
|
2025
Q1 | $16.6M | Sell |
54,006
-100
| -0.2% | -$30.7K | 4.39% | 7 |
|
|
2024
Q4 | $17.4M | Sell |
54,106
-444
| -0.8% | -$143K | 4.39% | 6 |
|
|
2024
Q3 | $17.1M | Sell |
54,550
-625
| -1% | -$196K | 4.44% | 6 |
|
|
2024
Q2 | $16.4M | Sell |
55,175
-1,508
| -3% | -$449K | 4.54% | 6 |
|
|
2024
Q1 | $16.3M | Sell |
56,683
-102
| -0.2% | -$29.4K | 4.75% | 6 |
|
|
2023
Q4 | $14.9M | Buy |
56,785
+18
| +0% | +$4.72K | 5% | 5 |
|
|
2023
Q3 | $13.3M | Sell |
56,767
-925
| -2% | -$217K | 5.45% | 6 |
|
|
2023
Q2 | $13M | Hold |
57,692
| – | – | 5.2% | 6 |
|
|
2023
Q1 | $13M | Sell |
57,692
-363
| -0.6% | -$81.8K | 5.2% | 6 |
|
|
2022
Q4 | $12.2M | Sell |
58,055
-185
| -0.3% | -$38.9K | 5.53% | 6 |
|
|
2022
Q3 | $11.5M | Buy |
58,240
+4,586
| +9% | +$905K | 5.28% | 6 |
|
|
2022
Q2 | $11.1M | Sell |
53,654
-1,239
| -2% | -$257K | 5.52% | 6 |
|
|
2022
Q1 | $13.7M | Sell |
54,893
-2,402
| -4% | -$601K | 5.84% | 6 |
|
|
2021
Q4 | $15.2M | Sell |
57,295
-314
| -0.5% | -$83K | 6.78% | 4 |
|
|
2021
Q3 | $13.9M | Sell |
57,609
-1,687
| -3% | -$408K | 6.26% | 4 |
|
|
2021
Q2 | $14.4M | Sell |
59,296
-405
| -0.7% | -$98K | 6.56% | 4 |
|
|
2021
Q1 | $13.4M | Buy |
59,701
+28
| +0% | +$6.27K | 8.21% | 3 |
|
|
2020
Q4 | $12.6M | Sell |
59,673
-270
| -0.5% | -$57.2K | 8.36% | 4 |
|
|
2020
Q3 | $11.2M | Sell |
59,943
-366
| -0.6% | -$68.5K | 8.67% | 5 |
|
|
2020
Q2 | $10.4M | Sell |
60,309
-4,435
| -7% | -$761K | 8.6% | 5 |
|
|
2020
Q1 | $9.16M | Buy |
+64,744
| New | +$9.16M | 8.36% | 6 |
|