Bartlett & Co Wealth 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 | $12.8M | Hold |
37,839
| – | – | 0.18% | 91 |
|
|
2025
Q1 | $11.6M | Sell |
37,839
-5
| -0% | -$1.53K | 0.17% | 93 |
|
|
2024
Q4 | $12.2M | Buy |
37,844
+60
| +0.2% | +$19.3K | 0.18% | 90 |
|
|
2024
Q3 | $11.9M | Sell |
37,784
-11
| -0% | -$3.46K | 0.17% | 93 |
|
|
2024
Q2 | $11.2M | Buy |
37,795
+354
| +0.9% | +$105K | 0.17% | 93 |
|
|
2024
Q1 | $10.8M | Sell |
37,441
-280
| -0.7% | -$80.6K | 0.17% | 96 |
|
|
2023
Q4 | $9.93M | Buy |
37,721
+539
| +1% | +$142K | 0.16% | 99 |
|
|
2023
Q3 | $8.77M | Buy |
37,182
+30,928
| +495% | +$7.3M | 0.16% | 100 |
|
|
2023
Q2 | $1.52M | Buy |
6,254
+569
| +10% | +$139K | 0.03% | 227 |
|
|
2023
Q1 | $1.28M | Sell |
5,685
-443
| -7% | -$99.8K | 0.02% | 210 |
|
|
2022
Q4 | $1.29M | Sell |
6,128
-2,400
| -28% | -$505K | 0.03% | 208 |
|
|
2022
Q3 | $1.68M | Buy |
8,528
+2,643
| +45% | +$522K | 0.04% | 182 |
|
|
2022
Q2 | $1.22M | Hold |
5,885
| – | – | 0.02% | 200 |
|
|
2022
Q1 | $1.47M | Buy |
5,885
+155
| +3% | +$38.8K | 0.03% | 200 |
|
|
2021
Q4 | $1.52M | Sell |
5,730
-355
| -6% | -$93.9K | 0.03% | 201 |
|
|
2021
Q3 | $1.47M | Sell |
6,085
-500
| -8% | -$121K | 0.03% | 188 |
|
|
2021
Q2 | $1.59M | Sell |
6,585
-600
| -8% | -$145K | 0.03% | 185 |
|
|
2021
Q1 | $1.61M | Hold |
7,185
| – | – | 0.03% | 182 |
|
|
2020
Q4 | $1.52M | Buy |
7,185
+138
| +2% | +$29.2K | 0.03% | 182 |
|
|
2020
Q3 | $1.32M | Sell |
7,047
-281
| -4% | -$52.6K | 0.03% | 182 |
|
|
2020
Q2 | $1.26M | Buy |
7,328
+525
| +8% | +$90.1K | 0.03% | 183 |
|
|
2020
Q1 | $963K | Buy |
6,803
+438
| +7% | +$62K | 0.03% | 195 |
|
|
2019
Q4 | $1.14M | Sell |
6,365
-255
| -4% | -$45.5K | 0.03% | 200 |
|
|
2019
Q3 | $1.09M | Buy |
6,620
+4,280
| +183% | +$704K | 0.03% | 199 |
|
|
2019
Q2 | $381K | Sell |
2,340
-25
| -1% | -$4.07K | 0.01% | 217 |
|
|
2019
Q1 | $372K | Sell |
2,365
-20
| -0.8% | -$3.15K | 0.01% | 218 |
|
|
2018
Q4 | $331K | Sell |
2,385
-20
| -0.8% | -$2.77K | 0.01% | 221 |
|
|
2018
Q3 | $391K | Sell |
2,405
-125
| -5% | -$20.3K | 0.01% | 215 |
|
|
2018
Q2 | $385K | Hold |
2,530
| – | – | 0.02% | 214 |
|
|
2018
Q1 | $372K | Buy |
+2,530
| New | +$372K | 0.02% | 212 |
|