Capital Group Private Client Services’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 | $4.02M | Sell |
11,843
-900
| -7% | -$306K | 0.03% | 180 |
|
|
2025
Q1 | $3.91M | Sell |
12,743
-614
| -5% | -$188K | 0.04% | 178 |
|
|
2024
Q4 | $4.3M | Sell |
13,357
-791
| -6% | -$255K | 0.04% | 182 |
|
|
2024
Q3 | $4.45M | Sell |
14,148
-294
| -2% | -$92.4K | 0.04% | 180 |
|
|
2024
Q2 | $4.3M | Buy |
14,442
+7,984
| +124% | +$2.38M | 0.04% | 177 |
|
|
2024
Q1 | $1.86M | Sell |
6,458
-10
| -0.2% | -$2.88K | 0.02% | 203 |
|
|
2023
Q4 | $1.7M | Sell |
6,468
-73
| -1% | -$19.1K | 0.02% | 205 |
|
|
2023
Q3 | $1.54M | Sell |
6,541
-9
| -0.1% | -$2.11K | 0.02% | 197 |
|
|
2023
Q2 | $1.6M | Buy |
6,550
+187
| +3% | +$45.6K | 0.02% | 189 |
|
|
2023
Q1 | $1.43M | Buy |
6,363
+21
| +0.3% | +$4.73K | 0.02% | 189 |
|
|
2022
Q4 | $1.34M | Buy |
6,342
+55
| +0.9% | +$11.6K | 0.02% | 183 |
|
|
2022
Q3 | $1.24M | Hold |
6,287
| – | – | 0.02% | 186 |
|
|
2022
Q2 | $1.31M | Sell |
6,287
-1,571
| -20% | -$326K | 0.02% | 188 |
|
|
2022
Q1 | $1.97M | Sell |
7,858
-44
| -0.6% | -$11K | 0.02% | 186 |
|
|
2021
Q4 | $2.09M | Buy |
7,902
+2
| +0% | +$529 | 0.02% | 173 |
|
|
2021
Q3 | $1.91M | Buy |
+7,900
| New | +$1.91M | 0.02% | 171 |
|