Detalus 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 | $1.79M | Buy |
5,279
+321
| +6% | +$109K | 0.52% | 36 |
|
|
2025
Q1 | $1.52M | Buy |
4,958
+4,117
| +490% | +$1.26M | 0.48% | 36 |
|
|
2024
Q4 | $271K | Sell |
841
-50
| -6% | -$16.1K | 0.09% | 122 |
|
|
2024
Q3 | $280K | Buy |
891
+117
| +15% | +$36.8K | 0.09% | 127 |
|
|
2024
Q2 | $230K | Buy |
+774
| New | +$230K | 0.08% | 130 |
|
|
2024
Q1 | – | Sell |
-895
| Closed | -$235K | – | 151 |
|
|
2023
Q4 | $235K | Buy |
+895
| New | +$235K | 0.09% | 129 |
|
|
2023
Q3 | – | Sell |
-831
| Closed | -$203K | – | 142 |
|
|
2023
Q2 | $203K | Buy |
+831
| New | +$203K | 0.09% | 136 |
|