CM Wealth 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 | $9.25M | Sell |
27,252
-950
| -3% | -$323K | 2.72% | 11 |
|
|
2025
Q1 | $8.65M | Hold |
28,202
| – | – | 2.77% | 8 |
|
|
2024
Q4 | $9.09M | Sell |
28,202
-1,485
| -5% | -$478K | 2.97% | 8 |
|
|
2024
Q3 | $9.33M | Buy |
29,687
+5,310
| +22% | +$1.67M | 3.02% | 7 |
|
|
2024
Q2 | $7.25M | Sell |
24,377
-38,155
| -61% | -$11.4M | 3.45% | 5 |
|
|
2024
Q1 | $17.8M | Buy |
62,532
+34,561
| +124% | +$9.82M | 5.08% | 5 |
|
|
2023
Q4 | $7.34M | Hold |
27,971
| – | – | 3.15% | 6 |
|
|
2023
Q3 | $6.89M | Sell |
27,971
-40,897
| -59% | -$10.1M | 2.65% | 5 |
|
|
2023
Q2 | $17.3M | Buy |
+68,868
| New | +$17.3M | 5.68% | 5 |
|
|
2023
Q1 | – | Sell |
-27,537
| Closed | -$5.8M | – | 425 |
|
|
2022
Q4 | $5.8M | Buy |
27,537
+7,807
| +40% | +$1.64M | 2.96% | 6 |
|
|
2022
Q3 | $3.22B | Buy |
19,730
+9,859
| +100% | +$1.61B | 1.79% | 8 |
|
|
2022
Q2 | $2.05M | Buy |
+9,871
| New | +$2.05M | 1.26% | 13 |
|