Cannell & Spears’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 | $9.2M | Buy |
27,085
+1,089
| +4% | +$370K | 0.19% | 102 |
|
|
2025
Q1 | $7.97M | Hold |
25,996
| – | – | 0.17% | 106 |
|
|
2024
Q4 | $8.37M | Hold |
25,996
| – | – | 0.17% | 104 |
|
|
2024
Q3 | $8.17M | Sell |
25,996
-9
| -0% | -$2.83K | 0.16% | 109 |
|
|
2024
Q2 | $7.74M | Hold |
26,005
| – | – | 0.16% | 104 |
|
|
2024
Q1 | $7.49M | Hold |
26,005
| – | – | 0.15% | 109 |
|
|
2023
Q4 | $6.82M | Hold |
26,005
| – | – | 0.54% | 29 |
|
|
2023
Q3 | $6.11M | Hold |
26,005
| – | – | 0.52% | 31 |
|
|
2023
Q2 | $6.34M | Sell |
26,005
-1,945
| -7% | -$474K | 0.52% | 31 |
|
|
2023
Q1 | $6.3M | Sell |
27,950
-45
| -0.2% | -$10.1K | 0.56% | 32 |
|
|
2022
Q4 | $5.89M | Buy |
27,995
+8,100
| +41% | +$1.71M | 0.56% | 32 |
|
|
2022
Q3 | $3.93M | Buy |
19,895
+6,445
| +48% | +$1.27M | 0.39% | 44 |
|
|
2022
Q2 | $2.79M | Buy |
13,450
+2,220
| +20% | +$461K | 0.25% | 53 |
|
|
2022
Q1 | $2.81M | Hold |
11,230
| – | – | 0.21% | 57 |
|
|
2021
Q4 | $2.97M | Hold |
11,230
| – | – | 0.2% | 61 |
|
|
2021
Q3 | $2.71M | Sell |
11,230
-240
| -2% | -$58K | 0.2% | 60 |
|
|
2021
Q2 | $2.78M | Buy |
11,470
+19
| +0.2% | +$4.6K | 0.2% | 64 |
|
|
2021
Q1 | $2.56M | Sell |
11,451
-138
| -1% | -$30.9K | 0.2% | 58 |
|
|
2020
Q4 | $2.46M | Hold |
11,589
| – | – | 0.21% | 61 |
|
|
2020
Q3 | $2.17M | Hold |
11,589
| – | – | 0.21% | 60 |
|
|
2020
Q2 | $1.99M | Buy |
11,589
+5,921
| +104% | +$1.02M | 0.21% | 57 |
|
|
2020
Q1 | $802K | Buy |
+5,668
| New | +$802K | 0.1% | 89 |
|