Broadview Financial 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 | $2.18M | Sell |
6,419
-1,905
| -23% | -$647K | 1.48% | 18 |
|
|
2025
Q1 | $2.55M | Sell |
8,324
-10
| -0.1% | -$3.07K | 1.9% | 16 |
|
|
2024
Q4 | $2.68M | Sell |
8,334
-57
| -0.7% | -$18.4K | 1.92% | 15 |
|
|
2024
Q3 | $2.64M | Buy |
8,391
+1,314
| +19% | +$413K | 1.79% | 16 |
|
|
2024
Q2 | $2.11M | Buy |
7,077
+375
| +6% | +$112K | 1.53% | 18 |
|
|
2024
Q1 | $1.93M | Sell |
6,702
-85
| -1% | -$24.5K | 1.41% | 19 |
|
|
2023
Q4 | $1.78M | Sell |
6,787
-119
| -2% | -$31.2K | 1.37% | 20 |
|
|
2023
Q3 | $1.62M | Sell |
6,906
-58
| -0.8% | -$13.6K | 1.5% | 17 |
|
|
2023
Q2 | $1.7M | Sell |
6,964
-406
| -6% | -$99K | 1.45% | 17 |
|
|
2023
Q1 | $1.66M | Sell |
7,370
-3
| -0% | -$676 | 1.45% | 17 |
|
|
2022
Q4 | $1.55M | Buy |
7,373
+45
| +0.6% | +$9.47K | 1.39% | 19 |
|
|
2022
Q3 | $1.45M | Buy |
7,328
+6
| +0.1% | +$1.18K | 1.45% | 17 |
|
|
2022
Q2 | $1.52M | Sell |
7,322
-78
| -1% | -$16.2K | 1.42% | 17 |
|
|
2022
Q1 | $1.85M | Buy |
7,400
+16
| +0.2% | +$4K | 1.37% | 18 |
|
|
2021
Q4 | $1.95M | Sell |
7,384
-54
| -0.7% | -$14.3K | 1.39% | 17 |
|
|
2021
Q3 | $1.8M | Sell |
7,438
-9
| -0.1% | -$2.18K | 1.39% | 17 |
|
|
2021
Q2 | $1.8M | Buy |
7,447
+10
| +0.1% | +$2.42K | 1.36% | 17 |
|
|
2021
Q1 | $1.67M | Sell |
7,437
-50
| -0.7% | -$11.2K | 1.29% | 18 |
|
|
2020
Q4 | $1.59M | Sell |
7,487
-215
| -3% | -$45.5K | 1.22% | 18 |
|
|
2020
Q3 | $1.44M | Sell |
7,702
-27
| -0.3% | -$5.05K | 1.21% | 19 |
|
|
2020
Q2 | $1.33M | Sell |
7,729
-186
| -2% | -$31.9K | 1.06% | 23 |
|
|
2020
Q1 | $1.12M | Sell |
7,915
-32
| -0.4% | -$4.53K | 1% | 25 |
|
|
2019
Q4 | $1.42M | Buy |
7,947
+54
| +0.7% | +$9.64K | 0.99% | 24 |
|
|
2019
Q3 | $1.3M | Buy |
7,893
+9
| +0.1% | +$1.48K | 0.96% | 24 |
|
|
2019
Q2 | $1.28M | Sell |
7,884
-123
| -2% | -$20K | 0.97% | 25 |
|
|
2019
Q1 | $1.26M | Buy |
8,007
+556
| +7% | +$87.5K | 0.98% | 26 |
|
|
2018
Q4 | $1.03M | Buy |
+7,451
| New | +$1.03M | 0.92% | 24 |
|