Certified Advisory Corp’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 | $1.57M | Buy |
4,610
+4
| +0.1% | +$1.36K | 0.16% | 123 |
|
|
2025
Q1 | $1.41M | Sell |
4,606
-96
| -2% | -$29.4K | 0.16% | 121 |
|
|
2024
Q4 | $1.51M | Sell |
4,702
-36
| -0.8% | -$11.6K | 0.16% | 122 |
|
|
2024
Q3 | $1.49M | Sell |
4,738
-111
| -2% | -$34.9K | 0.17% | 120 |
|
|
2024
Q2 | $1.44M | Buy |
+4,849
| New | +$1.44M | 0.18% | 116 |
|
|
2024
Q1 | – | Sell |
-4,837
| Closed | -$1.27M | – | 272 |
|
|
2023
Q4 | $1.27M | Buy |
+4,837
| New | +$1.27M | 0.19% | 114 |
|
|
2023
Q2 | – | Sell |
-5,763
| Closed | -$1.3M | – | 275 |
|
|
2023
Q1 | $1.3M | Sell |
5,763
-148
| -3% | -$33.3K | 0.23% | 105 |
|
|
2022
Q4 | $1.24M | Buy |
5,911
+6
| +0.1% | +$1.26K | 0.25% | 103 |
|
|
2022
Q3 | $1.17M | Buy |
5,905
+6
| +0.1% | +$1.18K | 0.27% | 96 |
|
|
2022
Q2 | $1.23M | Sell |
5,899
-86
| -1% | -$17.9K | 0.27% | 91 |
|
|
2022
Q1 | $1.5M | Sell |
5,985
-234
| -4% | -$58.5K | 0.32% | 86 |
|
|
2021
Q4 | $1.65M | Buy |
6,219
+210
| +3% | +$55.5K | 0.36% | 72 |
|
|
2021
Q3 | $1.45M | Sell |
6,009
-127
| -2% | -$30.7K | 0.35% | 70 |
|
|
2021
Q2 | $1.49M | Sell |
6,136
-87
| -1% | -$21.1K | 0.37% | 66 |
|
|
2021
Q1 | $1.39M | Buy |
+6,223
| New | +$1.39M | 0.36% | 67 |
|
|
2020
Q2 | $1.03M | Buy |
5,971
+103
| +2% | +$17.7K | 0.34% | 73 |
|
|
2020
Q1 | $831K | Buy |
5,868
+237
| +4% | +$33.6K | 0.33% | 76 |
|
|
2019
Q4 | $1.01M | Buy |
5,631
+139
| +3% | +$24.8K | 0.32% | 77 |
|
|
2019
Q3 | $904K | Buy |
5,492
+69
| +1% | +$11.4K | 0.31% | 75 |
|
|
2019
Q2 | $883K | Buy |
5,423
+8
| +0.1% | +$1.3K | 0.33% | 77 |
|
|
2019
Q1 | $852K | Buy |
5,415
+6
| +0.1% | +$944 | 0.36% | 72 |
|
|
2018
Q4 | $750K | Sell |
5,409
-337
| -6% | -$46.7K | 0.39% | 69 |
|
|
2018
Q3 | $929K | Buy |
5,746
+5
| +0.1% | +$808 | 0.43% | 60 |
|
|
2018
Q2 | $872K | Buy |
5,741
+1
| +0% | +$152 | 0.48% | 58 |
|
|
2018
Q1 | $843K | Buy |
5,740
+855
| +18% | +$126K | 0.5% | 57 |
|
|
2017
Q4 | $726K | Buy |
+4,885
| New | +$726K | 0.52% | 52 |
|