Clayton Financial Group’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 | – | Sell |
-6,208
| Closed | -$1.9M | – | 62 |
|
|
2025
Q1 | $1.9M | Buy |
6,208
+69
| +1% | +$21.2K | 0.7% | 31 |
|
|
2024
Q4 | $1.98M | Sell |
6,139
-567
| -8% | -$183K | 0.71% | 32 |
|
|
2024
Q3 | $2.11M | Buy |
6,706
+828
| +14% | +$260K | 0.79% | 30 |
|
|
2024
Q2 | $1.69M | Buy |
5,878
+481
| +9% | +$139K | 0.73% | 30 |
|
|
2024
Q1 | $1.55M | Buy |
+5,397
| New | +$1.55M | 0.71% | 31 |
|