Callan Family Office’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 | $1.4M | Sell |
4,115
-100
| -2% | -$34K | 0.04% | 334 |
|
|
2025
Q1 | $1.29M | Buy |
4,215
+2
| +0% | +$613 | 0.1% | 180 |
|
|
2024
Q4 | $1.36M | Hold |
4,213
| – | – | 0.09% | 196 |
|
|
2024
Q3 | $1.32M | Hold |
4,213
| – | – | 0.22% | 52 |
|
|
2024
Q2 | $1.25M | Buy |
4,213
+1,444
| +52% | +$430K | 0.24% | 48 |
|
|
2024
Q1 | $798K | Hold |
2,769
| – | – | 0.19% | 48 |
|
|
2023
Q4 | $726K | Hold |
2,769
| – | – | 0.18% | 48 |
|
|
2023
Q3 | $650K | Hold |
2,769
| – | – | 0.17% | 52 |
|
|
2023
Q2 | $675K | Hold |
2,769
| – | – | 0.18% | 55 |
|
|
2023
Q1 | $624K | Buy |
2,769
+3
| +0.1% | +$676 | 0.15% | 85 |
|
|
2022
Q4 | $582K | Buy |
+2,766
| New | +$582K | 0.19% | 54 |
|