Badgley Phelps Wealth Managers’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 | $17.7M | Sell |
52,017
-46
| -0.1% | -$15.6K | 0.39% | 70 |
|
|
2025
Q1 | $16M | Sell |
52,063
-2,290
| -4% | -$702K | 0.39% | 73 |
|
|
2024
Q4 | $17.5M | Sell |
54,353
-287
| -0.5% | -$92.5K | 0.41% | 66 |
|
|
2024
Q3 | $17.2M | Sell |
54,640
-1,587
| -3% | -$499K | 0.4% | 74 |
|
|
2024
Q2 | $16.7M | Sell |
56,227
-3,265
| -5% | -$971K | 0.41% | 71 |
|
|
2024
Q1 | $17.1M | Sell |
59,492
-494
| -0.8% | -$142K | 0.43% | 76 |
|
|
2023
Q4 | $15.7M | Buy |
59,986
+18,898
| +46% | +$4.96M | 0.43% | 74 |
|
|
2023
Q3 | $9.65M | Sell |
41,088
-2,306
| -5% | -$542K | 0.33% | 92 |
|
|
2023
Q2 | $10.6M | Buy |
43,394
+1,245
| +3% | +$303K | 0.35% | 86 |
|
|
2023
Q1 | $9.49M | Sell |
42,149
-2,086
| -5% | -$470K | 0.35% | 91 |
|
|
2022
Q4 | $9.31M | Buy |
44,235
+775
| +2% | +$163K | 0.37% | 90 |
|
|
2022
Q3 | $8.58M | Buy |
43,460
+415
| +1% | +$81.9K | 0.37% | 90 |
|
|
2022
Q2 | $8.94M | Buy |
43,045
+654
| +2% | +$136K | 0.37% | 88 |
|
|
2022
Q1 | $10.6M | Buy |
42,391
+403
| +1% | +$101K | 0.37% | 89 |
|
|
2021
Q4 | $11.1M | Sell |
41,988
-37
| -0.1% | -$9.78K | 0.36% | 91 |
|
|
2021
Q3 | $10.2M | Buy |
+42,025
| New | +$10.2M | 0.37% | 92 |
|