Blankinship & Foster’s iShares Russell 1000 ETF IWB Stock Holding History

Blankinship & Foster’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$717K	Hold	2,110	–	–	0.17%	38
2025 Q1	$647K	Sell	2,110 -5	-0.2%	-$1.53K	0.16%	39
2024 Q4	$681K	Sell	2,115 -135	-6%	-$43.5K	0.17%	36
2024 Q3	$707K	Sell	2,250 -9	-0.4%	-$2.83K	0.17%	36
2024 Q2	$672K	Sell	2,259 -14	-0.6%	-$4.17K	0.17%	36
2024 Q1	$655K	Hold	2,273	–	–	0.17%	36
2023 Q4	$596K	Buy	2,273 +1	+0%	+$262	0.17%	37
2023 Q3	$534K	Sell	2,272 -83	-4%	-$19.5K	0.18%	35
2023 Q2	$574K	Hold	2,355	–	–	0.19%	35
2023 Q1	$530K	Sell	2,355 -499	-17%	-$112K	0.23%	34
2022 Q4	$601K	Hold	2,854	–	–	0.26%	35
2022 Q3	$563K	Sell	2,854 -175	-6%	-$34.5K	0.27%	36
2022 Q2	$629K	Sell	3,029 -151	-5%	-$31.4K	0.29%	31
2022 Q1	$795K	Hold	3,180	–	–	0.32%	30
2021 Q4	$841K	Sell	3,180 -11	-0.3%	-$2.91K	0.32%	28
2021 Q3	$771K	Sell	3,191 -787	-20%	-$190K	0.31%	29
2021 Q2	$963K	Sell	3,978 -34	-0.8%	-$8.23K	0.38%	29
2021 Q1	$898K	Sell	4,012 -593	-13%	-$133K	0.37%	27
2020 Q4	$975K	Sell	4,605 -350	-7%	-$74.1K	0.41%	25
2020 Q3	$927K	Sell	4,955 -217	-4%	-$40.6K	0.44%	25
2020 Q2	$888K	Sell	5,172 -18	-0.3%	-$3.09K	0.47%	23
2020 Q1	$734K	Sell	5,190 -277	-5%	-$39.2K	0.49%	22
2019 Q4	$975K	Buy	5,467 +49	+0.9%	+$8.74K	0.54%	19
2019 Q3	$891K	Sell	5,418 -214	-4%	-$35.2K	0.53%	20
2019 Q2	$917K	Buy	5,632 +30	+0.5%	+$4.89K	0.55%	19
2019 Q1	$881K	Buy	5,602 +22	+0.4%	+$3.46K	0.54%	19
2018 Q4	$774K	Sell	5,580 -6	-0.1%	-$832	0.52%	21
2018 Q3	$903K	Buy	5,586 +24	+0.4%	+$3.88K	0.57%	15
2018 Q2	$845K	Hold	5,562	–	–	0.56%	15
2018 Q1	$817K	Sell	5,562 -169	-3%	-$24.8K	0.54%	16
2017 Q4	$852K	Buy	5,731 +47	+0.8%	+$6.99K	0.54%	16
2017 Q3	$795K	Buy	5,684 +25	+0.4%	+$3.5K	0.59%	15
2017 Q2	$765K	Sell	5,659 -1,099	-16%	-$149K	0.64%	14
2017 Q1	$887K	Buy	6,758 +4,984	+281%	+$654K	0.75%	15
2016 Q4	$221K	Buy	+1,774	New	+$221K	0.21%	26