Campion Asset 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 | $11.3M | Sell |
33,275
-705
| -2% | -$239K | 8.48% | 1 |
|
2025
Q1 | $10.4M | Sell |
33,980
-151
| -0.4% | -$46.3K | 8.06% | 1 |
|
2024
Q4 | $11M | Sell |
34,131
-968
| -3% | -$312K | 8.3% | 1 |
|
2024
Q3 | $11M | Sell |
35,099
-1,344
| -4% | -$423K | 8.1% | 1 |
|
2024
Q2 | $10.8M | Sell |
36,443
-1,931
| -5% | -$575K | 8.53% | 1 |
|
2024
Q1 | $11.1M | Sell |
38,374
-1,687
| -4% | -$486K | 8.55% | 1 |
|
2023
Q4 | $10.5M | Sell |
40,061
-79
| -0.2% | -$20.7K | 8.89% | 1 |
|
2023
Q3 | $9.43M | Sell |
40,140
-1,677
| -4% | -$394K | 8.71% | 1 |
|
2023
Q2 | $10.2M | Sell |
41,817
-52
| -0.1% | -$12.7K | 9.09% | 1 |
|
2023
Q1 | $9.43M | Sell |
41,869
-420
| -1% | -$94.6K | 8.9% | 1 |
|
2022
Q4 | $8.9M | Sell |
42,289
-1,032
| -2% | -$217K | 8.75% | 1 |
|
2022
Q3 | $8.55M | Sell |
43,321
-35
| -0.1% | -$6.91K | 9.03% | 1 |
|
2022
Q2 | $9.01M | Sell |
43,356
-5,393
| -11% | -$1.12M | 8.9% | 1 |
|
2022
Q1 | $12.2M | Sell |
48,749
-195
| -0.4% | -$48.8K | 10.38% | 1 |
|
2021
Q4 | $12.9M | Buy |
48,944
+490
| +1% | +$130K | 10.74% | 1 |
|
2021
Q3 | $11.7M | Sell |
48,454
-5,409
| -10% | -$1.31M | 10.44% | 1 |
|
2021
Q2 | $13M | Sell |
53,863
-4,014
| -7% | -$972K | 10.83% | 1 |
|
2021
Q1 | $13M | Buy |
+57,877
| New | +$13M | 9.79% | 1 |
|