Cedar Mountain 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 | $125K | Hold |
368
| – | – | 0.03% | 68 |
|
|
2025
Q1 | $113K | Sell |
368
-4
| -1% | -$1.23K | 0.03% | 66 |
|
|
2024
Q4 | $120K | Hold |
372
| – | – | 0.03% | 67 |
|
|
2024
Q3 | $117K | Hold |
372
| – | – | 0.03% | 64 |
|
|
2024
Q2 | $111K | Sell |
372
-103
| -22% | -$30.6K | 0.03% | 56 |
|
|
2024
Q1 | $137K | Hold |
475
| – | – | 0.03% | 52 |
|
|
2023
Q4 | $125K | Hold |
475
| – | – | 0.03% | 50 |
|
|
2023
Q3 | $112K | Sell |
475
-72
| -13% | -$16.9K | 0.03% | 52 |
|
|
2023
Q2 | $133K | Hold |
547
| – | – | 0.04% | 52 |
|
|
2023
Q1 | $123K | Hold |
547
| – | – | 0.04% | 53 |
|
|
2022
Q4 | $115K | Hold |
547
| – | – | 0.04% | 51 |
|
|
2022
Q3 | $108K | Hold |
547
| – | – | 0.04% | 48 |
|
|
2022
Q2 | $114K | Hold |
547
| – | – | 0.04% | 48 |
|
|
2022
Q1 | $137K | Sell |
547
-73
| -12% | -$18.3K | 0.04% | 50 |
|
|
2021
Q4 | $164K | Sell |
620
-167
| -21% | -$44.2K | 0.05% | 44 |
|
|
2021
Q3 | $190K | Sell |
787
-53
| -6% | -$12.8K | 0.06% | 38 |
|
|
2021
Q2 | $203K | Sell |
840
-877
| -51% | -$212K | 0.07% | 38 |
|
|
2021
Q1 | $384K | Sell |
1,717
-192
| -10% | -$42.9K | 0.13% | 29 |
|
|
2020
Q4 | $404K | Sell |
1,909
-146
| -7% | -$30.9K | 0.14% | 27 |
|
|
2020
Q3 | $385K | Sell |
2,055
-106
| -5% | -$19.9K | 0.16% | 24 |
|
|
2020
Q2 | $371K | Sell |
2,161
-97
| -4% | -$16.7K | 0.16% | 23 |
|
|
2020
Q1 | $320K | Buy |
2,258
+7
| +0.3% | +$992 | 0.16% | 23 |
|
|
2019
Q4 | $402K | Buy |
+2,251
| New | +$402K | 0.16% | 21 |
|