Bedel Financial Consulting’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 | $311K | Hold |
917
| – | – | 0.04% | 209 |
|
|
2025
Q1 | $282K | Hold |
917
| – | – | 0.04% | 216 |
|
|
2024
Q4 | $306K | Sell |
917
-302
| -25% | -$101K | 0.04% | 209 |
|
|
2024
Q3 | $383K | Buy |
1,219
+135
| +12% | +$42.4K | 0.05% | 169 |
|
|
2024
Q2 | $323K | Hold |
1,084
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $312K | Hold |
1,084
| – | – | 0.05% | 191 |
|
|
2023
Q4 | $284K | Sell |
1,084
-129
| -11% | -$33.8K | 0.05% | 192 |
|
|
2023
Q3 | $285K | Sell |
1,213
-50
| -4% | -$11.7K | 0.06% | 183 |
|
|
2023
Q2 | $308K | Buy |
1,263
+117
| +10% | +$28.5K | 0.06% | 177 |
|
|
2023
Q1 | $258K | Sell |
1,146
-161
| -12% | -$36.3K | 0.06% | 185 |
|
|
2022
Q4 | $275K | Hold |
1,307
| – | – | 0.07% | 174 |
|
|
2022
Q3 | $273K | Hold |
1,307
| – | – | 0.07% | 166 |
|
|
2022
Q2 | $272K | Buy |
1,307
+1,127
| +626% | +$235K | 0.08% | 156 |
|
|
2022
Q1 | $45K | Hold |
180
| – | – | 0.01% | 406 |
|
|
2021
Q4 | $48K | Hold |
180
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $44K | Hold |
180
| – | – | 0.02% | 395 |
|
|
2021
Q2 | $44K | Sell |
180
-50
| -22% | -$12.2K | 0.02% | 399 |
|
|
2021
Q1 | $51K | Hold |
230
| – | – | 0.02% | 355 |
|
|
2020
Q4 | $49K | Hold |
230
| – | – | 0.02% | 319 |
|
|
2020
Q3 | $43K | Hold |
230
| – | – | 0.02% | 321 |
|
|
2020
Q2 | $39K | Hold |
230
| – | – | 0.02% | 307 |
|
|
2020
Q1 | $33K | Hold |
230
| – | – | 0.02% | 318 |
|
|
2019
Q4 | $41K | Hold |
230
| – | – | 0.02% | 311 |
|
|
2019
Q3 | $38K | Hold |
230
| – | – | 0.02% | 313 |
|
|
2019
Q2 | $37K | Hold |
230
| – | – | 0.02% | 318 |
|
|
2019
Q1 | $36K | Hold |
230
| – | – | 0.02% | 317 |
|
|
2018
Q4 | $32K | Hold |
230
| – | – | 0.02% | 304 |
|
|
2018
Q3 | $35K | Buy |
230
+211
| +1,111% | +$32.1K | 0.02% | 313 |
|
|
2018
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 593 |
|
|
2018
Q1 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 592 |
|