Bollard Group’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 | $1.13M | Buy |
3,318
+9
| +0.3% | +$3.06K | 0.03% | 116 |
|
|
2025
Q1 | $1.02M | Buy |
3,309
+9
| +0.3% | +$2.76K | 0.03% | 108 |
|
|
2024
Q4 | $1.06M | Buy |
3,300
+10
| +0.3% | +$3.22K | 0.03% | 103 |
|
|
2024
Q3 | $1.03M | Buy |
3,290
+11
| +0.3% | +$3.46K | 0.03% | 117 |
|
|
2024
Q2 | $976K | Buy |
3,279
+8
| +0.2% | +$2.38K | 0.03% | 110 |
|
|
2024
Q1 | $942K | Buy |
3,271
+10
| +0.3% | +$2.88K | 0.03% | 113 |
|
|
2023
Q4 | $855K | Buy |
3,261
+26
| +0.8% | +$6.82K | 0.03% | 113 |
|
|
2023
Q3 | $760K | Hold |
3,235
| – | – | 0.03% | 113 |
|
|
2023
Q2 | $789K | Buy |
3,235
+9
| +0.3% | +$2.2K | 0.03% | 117 |
|
|
2023
Q1 | $727K | Buy |
3,226
+12
| +0.4% | +$2.7K | 0.03% | 118 |
|
|
2022
Q4 | $677K | Buy |
3,214
+14
| +0.4% | +$2.95K | 0.03% | 117 |
|
|
2022
Q3 | $631K | Buy |
3,200
+15
| +0.5% | +$2.96K | 0.03% | 119 |
|
|
2022
Q2 | $662K | Buy |
3,185
+10
| +0.3% | +$2.08K | 0.03% | 130 |
|
|
2022
Q1 | $794K | Buy |
3,175
+10
| +0.3% | +$2.5K | 0.03% | 151 |
|
|
2021
Q4 | $837K | Buy |
3,165
+9
| +0.3% | +$2.38K | 0.03% | 147 |
|
|
2021
Q3 | $763K | Buy |
3,156
+11
| +0.3% | +$2.66K | 0.03% | 150 |
|
|
2021
Q2 | $761K | Buy |
3,145
+7
| +0.2% | +$1.69K | 0.02% | 149 |
|
|
2021
Q1 | $702K | Buy |
3,138
+10
| +0.3% | +$2.24K | 0.02% | 143 |
|
|
2020
Q4 | $663K | Hold |
3,128
| – | – | 0.02% | 138 |
|
|
2020
Q3 | $585K | Hold |
3,128
| – | – | 0.02% | 141 |
|
|
2020
Q2 | $537K | Buy |
+3,128
| New | +$537K | 0.02% | 132 |
|