DHJJ Financial 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 | $1.1M | Hold |
3,227
| – | – | 0.4% | 45 |
|
|
2025
Q1 | $990K | Hold |
3,227
| – | – | 0.4% | 45 |
|
|
2024
Q4 | $1.04M | Buy |
3,227
+1
| +0% | +$322 | 0.4% | 46 |
|
|
2024
Q3 | $1.01M | Hold |
3,226
| – | – | 0.4% | 44 |
|
|
2024
Q2 | $960K | Buy |
3,226
+1
| +0% | +$298 | 0.41% | 45 |
|
|
2024
Q1 | $929K | Hold |
3,225
| – | – | 0.41% | 46 |
|
|
2023
Q4 | $846K | Buy |
3,225
+1
| +0% | +$262 | 0.4% | 47 |
|
|
2023
Q3 | $757K | Sell |
3,224
-274
| -8% | -$64.4K | 0.38% | 49 |
|
|
2023
Q2 | $852K | Buy |
3,498
+1
| +0% | +$244 | 0.44% | 47 |
|
|
2023
Q1 | $788K | Hold |
3,497
| – | – | 0.43% | 51 |
|
|
2022
Q4 | $736K | Buy |
3,497
+1
| +0% | +$211 | 0.42% | 53 |
|
|
2022
Q3 | $690K | Hold |
3,496
| – | – | 0.4% | 56 |
|
|
2022
Q2 | $726K | Buy |
3,496
+1
| +0% | +$208 | 0.41% | 56 |
|
|
2022
Q1 | $878K | Hold |
3,495
| – | – | 0.42% | 51 |
|
|
2021
Q4 | $924K | Buy |
3,495
+1
| +0% | +$264 | 0.43% | 51 |
|
|
2021
Q3 | $845K | Hold |
3,494
| – | – | 0.44% | 51 |
|
|
2021
Q2 | $846K | Buy |
3,494
+1
| +0% | +$242 | 0.45% | 49 |
|
|
2021
Q1 | $782K | Hold |
3,493
| – | – | 0.45% | 47 |
|
|
2020
Q4 | $740K | Buy |
+3,493
| New | +$740K | 0.47% | 46 |
|