CFS Investment Advisory 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 | $1.63M | Buy |
4,802
+184
| +4% | +$62.5K | 0.13% | 132 |
|
|
2025
Q1 | $1.42M | Buy |
4,618
+95
| +2% | +$29.2K | 0.13% | 134 |
|
|
2024
Q4 | $1.46M | Sell |
4,523
-25
| -0.5% | -$8.05K | 0.13% | 129 |
|
|
2024
Q3 | $1.43M | Sell |
4,548
-449
| -9% | -$141K | 0.12% | 131 |
|
|
2024
Q2 | $1.49M | Buy |
+4,997
| New | +$1.49M | 0.12% | 113 |
|
|
2023
Q3 | – | Sell |
-6,124
| Closed | -$1.49M | – | 201 |
|
|
2023
Q2 | $1.49M | Buy |
+6,124
| New | +$1.49M | 0.19% | 96 |
|
|
2022
Q3 | – | Sell |
-4,442
| Closed | -$923K | – | 299 |
|
|
2022
Q2 | $923K | Sell |
4,442
-394,170
| -99% | -$81.9M | 0.14% | 130 |
|
|
2022
Q1 | $2K | Buy |
398,612
+397,371
| +32,020% | +$1.99K | 0.01% | 280 |
|
|
2021
Q4 | $310K | Buy |
+1,241
| New | +$310K | 0.04% | 189 |
|