Cahill Financial 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
Q2 | $2.26M | Buy |
6,644
+73
| +1% | +$24.8K | 0.28% | 62 |
|
|
2025
Q1 | $2.02M | Hold |
6,571
| – | – | 0.27% | 65 |
|
|
2024
Q4 | $2.12M | Hold |
6,571
| – | – | 0.29% | 67 |
|
|
2024
Q3 | $2.07M | Hold |
6,571
| – | – | 0.28% | 65 |
|
|
2024
Q2 | $1.96M | Hold |
6,571
| – | – | 0.27% | 72 |
|
|
2024
Q1 | $1.89M | Hold |
6,571
| – | – | 0.26% | 74 |
|
|
2023
Q4 | $1.72M | Hold |
6,571
| – | – | 0.25% | 79 |
|
|
2023
Q3 | $1.54M | Hold |
6,571
| – | – | 0.26% | 84 |
|
|
2023
Q2 | $1.6M | Hold |
6,571
| – | – | 0.26% | 83 |
|
|
2023
Q1 | $1.48M | Hold |
6,571
| – | – | 0.26% | 86 |
|
|
2022
Q4 | $1.38M | Hold |
6,571
| – | – | 0.27% | 92 |
|
|
2022
Q3 | $1.3M | Buy |
+6,571
| New | +$1.3M | 0.27% | 87 |
|