Csenge Advisory 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 | $5.95M | Sell |
18,370
-71
| -0.4% | -$23K | 0.31% | 65 |
|
|
2025
Q1 | $5.33M | Buy |
18,441
+226
| +1% | +$65.3K | 0.3% | 64 |
|
|
2024
Q4 | $5.87M | Buy |
18,215
+794
| +5% | +$256K | 0.32% | 64 |
|
|
2024
Q3 | $5.54M | Buy |
17,421
+11
| +0.1% | +$3.5K | 0.29% | 71 |
|
|
2024
Q2 | $5.18M | Buy |
17,410
+509
| +3% | +$151K | 0.29% | 64 |
|
|
2024
Q1 | $4.87M | Buy |
16,901
+773
| +5% | +$223K | 0.27% | 70 |
|
|
2023
Q4 | $4.23M | Buy |
16,128
+455
| +3% | +$119K | 0.26% | 67 |
|
|
2023
Q3 | $3.68M | Buy |
15,673
+2,399
| +18% | +$564K | 0.25% | 73 |
|
|
2023
Q2 | $3.24M | Buy |
13,274
+2,484
| +23% | +$605K | 0.22% | 85 |
|
|
2023
Q1 | $2.43M | Buy |
10,790
+408
| +4% | +$91.9K | 0.18% | 111 |
|
|
2022
Q4 | $2.19M | Buy |
10,382
+243
| +2% | +$51.2K | 0.17% | 112 |
|
|
2022
Q3 | $2M | Buy |
10,139
+167
| +2% | +$33K | 0.17% | 112 |
|
|
2022
Q2 | $2.07M | Sell |
9,972
-8,026
| -45% | -$1.67M | 0.17% | 111 |
|
|
2022
Q1 | $4.5M | Buy |
+17,998
| New | +$4.5M | 0.36% | 58 |
|
|
2021
Q4 | – | Sell |
-1,355
| Closed | -$331K | – | 582 |
|
|
2021
Q3 | $331K | Buy |
+1,355
| New | +$331K | 0.03% | 450 |
|