Childress Capital 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
Q1 | – | Sell |
-2,000
| Closed | -$644K | – | 237 |
|
|
2024
Q4 | $644K | Hold |
2,000
| – | – | 0.18% | 77 |
|
|
2024
Q3 | $629K | Sell |
2,000
-450
| -18% | -$141K | 0.17% | 88 |
|
|
2024
Q2 | $729K | Hold |
2,450
| – | – | 0.21% | 75 |
|
|
2024
Q1 | $706K | Buy |
2,450
+500
| +26% | +$144K | 0.21% | 75 |
|
|
2023
Q4 | $511K | Buy |
+1,950
| New | +$511K | 0.15% | 90 |
|
|
2023
Q3 | – | Sell |
-2,363
| Closed | -$576K | – | 183 |
|
|
2023
Q2 | $576K | Buy |
+2,363
| New | +$576K | 0.24% | 53 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$519K | – | 182 |
|
|
2022
Q2 | $519K | Buy |
+2,500
| New | +$519K | 0.21% | 85 |
|