Connable Office Inc’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 | $792K | Sell |
2,331
-837
| -26% | -$284K | 0.08% | 103 |
|
2025
Q1 | $972K | Buy |
3,168
+1,195
| +61% | +$367K | 0.1% | 92 |
|
2024
Q4 | $636K | Buy |
+1,973
| New | +$636K | 0.07% | 121 |
|
2023
Q3 | – | Sell |
-1,600
| Closed | -$390K | – | 198 |
|
2023
Q2 | $390K | Buy |
+1,600
| New | +$390K | 0.05% | 147 |
|
2023
Q1 | – | Sell |
-4,507
| Closed | -$949K | – | 210 |
|
2022
Q4 | $949K | Buy |
4,507
+855
| +23% | +$180K | 0.14% | 92 |
|
2022
Q3 | $721K | Buy |
+3,652
| New | +$721K | 0.12% | 97 |
|
2022
Q1 | – | Sell |
-6,997
| Closed | -$1.85M | – | 229 |
|
2021
Q4 | $1.85M | Buy |
+6,997
| New | +$1.85M | 0.24% | 83 |
|
2021
Q2 | – | Sell |
-1,161
| Closed | -$260K | – | 219 |
|
2021
Q1 | $260K | Sell |
1,161
-6,305
| -84% | -$1.41M | 0.04% | 193 |
|
2020
Q4 | $1.58M | Buy |
+7,466
| New | +$1.58M | 0.24% | 76 |
|
2019
Q3 | – | Sell |
-3,221
| Closed | -$524K | – | 188 |
|
2019
Q2 | $524K | Buy |
+3,221
| New | +$524K | 0.1% | 99 |
|