Benchmark Investment 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
Q1 | $258K | Hold |
842
| – | – | 0.17% | 81 |
|
|
2024
Q4 | $271K | Hold |
842
| – | – | 0.18% | 77 |
|
|
2024
Q3 | $265K | Buy |
842
+20
| +2% | +$6.29K | 0.19% | 76 |
|
|
2024
Q2 | $245K | Hold |
822
| – | – | 0.18% | 81 |
|
|
2024
Q1 | $237K | Hold |
822
| – | – | 0.19% | 82 |
|
|
2023
Q4 | $216K | Buy |
+822
| New | +$216K | 0.2% | 82 |
|
|
2023
Q3 | – | Sell |
-874
| Closed | -$213K | – | 87 |
|
|
2023
Q2 | $213K | Buy |
+874
| New | +$213K | 0.2% | 84 |
|
|
2022
Q4 | – | Sell |
-1,069
| Closed | -$211K | – | 98 |
|
|
2022
Q3 | $211K | Buy |
1,069
+107
| +11% | +$21.1K | 0.23% | 88 |
|
|
2022
Q2 | $200K | Buy |
+962
| New | +$200K | 0.21% | 89 |
|