Cambridge Investment Research 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 | $60M | Buy |
176,650
+3,294
| +2% | +$1.12M | 0.18% | 101 |
|
|
2025
Q1 | $53.2M | Buy |
173,356
+20,031
| +13% | +$6.14M | 0.18% | 107 |
|
|
2024
Q4 | $49.4M | Buy |
153,325
+5,550
| +4% | +$1.79M | 0.17% | 108 |
|
|
2024
Q3 | $46.5M | Sell |
147,775
-22,533
| -13% | -$7.08M | 0.16% | 123 |
|
|
2024
Q2 | $50.7M | Buy |
170,308
+10,491
| +7% | +$3.12M | 0.19% | 99 |
|
|
2024
Q1 | $46M | Buy |
159,817
+24,143
| +18% | +$6.95M | 0.18% | 105 |
|
|
2023
Q4 | $35.6M | Buy |
135,674
+8,438
| +7% | +$2.21M | 0.15% | 131 |
|
|
2023
Q3 | $29.9M | Sell |
127,236
-2,379
| -2% | -$559K | 0.14% | 139 |
|
|
2023
Q2 | $31.6M | Sell |
129,615
-9,948
| -7% | -$2.42M | 0.14% | 140 |
|
|
2023
Q1 | $31.4M | Sell |
139,563
-10,798
| -7% | -$2.43M | 0.15% | 132 |
|
|
2022
Q4 | $31.7M | Buy |
150,361
+14,087
| +10% | +$2.97M | 0.16% | 121 |
|
|
2022
Q3 | $26.9M | Sell |
136,274
-6,708
| -5% | -$1.32M | 0.15% | 133 |
|
|
2022
Q2 | $29.7M | Buy |
142,982
+7,300
| +5% | +$1.52M | 0.16% | 129 |
|
|
2022
Q1 | $33.9M | Sell |
135,682
-5,243
| -4% | -$1.31M | 0.16% | 124 |
|
|
2021
Q4 | $37.3M | Sell |
140,925
-3,843
| -3% | -$1.02M | 0.17% | 119 |
|
|
2021
Q3 | $35M | Sell |
144,768
-13,399
| -8% | -$3.24M | 0.17% | 111 |
|
|
2021
Q2 | $38.3M | Buy |
158,167
+32,956
| +26% | +$7.98M | 0.18% | 102 |
|
|
2021
Q1 | $28M | Buy |
125,211
+78,019
| +165% | +$17.5M | 0.15% | 138 |
|
|
2020
Q4 | $10M | Sell |
47,192
-1,561
| -3% | -$331K | 0.06% | 311 |
|
|
2020
Q3 | $9.12M | Buy |
48,753
+14,585
| +43% | +$2.73M | 0.06% | 292 |
|
|
2020
Q2 | $5.87M | Sell |
34,168
-4,386
| -11% | -$753K | 0.04% | 391 |
|
|
2020
Q1 | $5.46M | Buy |
38,554
+5,052
| +15% | +$715K | 0.05% | 342 |
|
|
2019
Q4 | $5.98M | Buy |
33,502
+4,695
| +16% | +$838K | 0.05% | 399 |
|
|
2019
Q3 | $4.74M | Buy |
28,807
+3,391
| +13% | +$558K | 0.04% | 430 |
|
|
2019
Q2 | $4.14M | Buy |
25,416
+2,452
| +11% | +$399K | 0.04% | 467 |
|
|
2019
Q1 | $3.61M | Sell |
22,964
-3,873
| -14% | -$609K | 0.03% | 489 |
|
|
2018
Q4 | $3.72M | Sell |
26,837
-3,969
| -13% | -$550K | 0.04% | 420 |
|
|
2018
Q3 | $4.98M | Sell |
30,806
-390
| -1% | -$63.1K | 0.05% | 376 |
|
|
2018
Q2 | $4.74M | Buy |
31,196
+587
| +2% | +$89.2K | 0.05% | 347 |
|
|
2018
Q1 | $4.5M | Sell |
30,609
-2,970
| -9% | -$436K | 0.05% | 351 |
|
|
2017
Q4 | $4.99M | Buy |
33,579
+3,298
| +11% | +$490K | 0.06% | 314 |
|
|
2017
Q3 | $4.24M | Buy |
30,281
+1,763
| +6% | +$247K | 0.06% | 312 |
|
|
2017
Q2 | $3.86M | Buy |
28,518
+2,214
| +8% | +$300K | 0.06% | 316 |
|
|
2017
Q1 | $3.45M | Buy |
26,304
+623
| +2% | +$81.8K | 0.06% | 305 |
|
|
2016
Q4 | $3.2M | Buy |
25,681
+1,358
| +6% | +$169K | 0.06% | 299 |
|
|
2016
Q3 | $2.93M | Sell |
24,323
-979
| -4% | -$118K | 0.05% | 311 |
|
|
2016
Q2 | $2.96M | Sell |
25,302
-2,437
| -9% | -$285K | 0.06% | 287 |
|
|
2016
Q1 | $3.16M | Sell |
27,739
-2,590
| -9% | -$295K | 0.07% | 263 |
|
|
2015
Q4 | $3.44M | Buy |
30,329
+4,402
| +17% | +$499K | 0.08% | 242 |
|
|
2015
Q3 | $2.78M | Sell |
25,927
-14,889
| -36% | -$1.59M | 0.08% | 240 |
|
|
2015
Q2 | $4.74M | Sell |
40,816
-3,684
| -8% | -$427K | 0.13% | 159 |
|
|
2015
Q1 | $5.16M | Buy |
44,500
+17,712
| +66% | +$2.05M | 0.15% | 144 |
|
|
2014
Q4 | $3.07M | Buy |
26,788
+3,349
| +14% | +$384K | 0.1% | 201 |
|
|
2014
Q3 | $2.58M | Buy |
23,439
+1,076
| +5% | +$118K | 0.08% | 257 |
|
|
2014
Q2 | $2.46M | Sell |
22,363
-51
| -0.2% | -$5.62K | 0.09% | 230 |
|
|
2014
Q1 | $2.35M | Sell |
22,414
-2,605
| -10% | -$273K | 0.09% | 220 |
|
|
2013
Q4 | $2.58M | Buy |
25,019
+10,240
| +69% | +$1.06M | 0.11% | 179 |
|
|
2013
Q3 | $1.39M | Sell |
14,779
-9,658
| -40% | -$910K | 0.06% | 286 |
|
|
2013
Q2 | $2.2M | Buy |
+24,437
| New | +$2.2M | 0.11% | 181 |
|