Colonial Trust 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 | $1.15M | Hold |
3,400
| – | – | 0.1% | 116 |
|
|
2025
Q1 | $1.04M | Hold |
3,400
| – | – | 0.09% | 117 |
|
|
2024
Q4 | $1.1M | Hold |
3,400
| – | – | 0.1% | 115 |
|
|
2024
Q3 | $1.07M | Hold |
3,400
| – | – | 0.09% | 116 |
|
|
2024
Q2 | $1.01M | Hold |
3,400
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $979K | Hold |
3,400
| – | – | 0.1% | 112 |
|
|
2023
Q4 | $892K | Hold |
3,400
| – | – | 0.09% | 112 |
|
|
2023
Q3 | $799K | Hold |
3,400
| – | – | 0.09% | 118 |
|
|
2023
Q2 | $829K | Hold |
3,400
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $766K | Hold |
3,400
| – | – | 0.09% | 121 |
|
|
2022
Q4 | $716K | Hold |
3,400
| – | – | 0.09% | 124 |
|
|
2022
Q3 | $671K | Hold |
3,400
| – | – | 0.09% | 125 |
|
|
2022
Q2 | $706K | Hold |
3,400
| – | – | 0.1% | 109 |
|
|
2022
Q1 | $850K | Buy |
+3,400
| New | +$850K | 0.1% | 111 |
|