EWM
Empirical Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
7,546
-18,061
| -71% | -$6.13M | 0.06% | 203 |
|
|
2025
Q1 | $7.85M | Buy |
25,607
+19,477
| +318% | +$5.97M | 0.2% | 98 |
|
|
2024
Q4 | $1.97M | Buy |
6,130
+407
| +7% | +$131K | 0.05% | 197 |
|
|
2024
Q3 | $1.8M | Buy |
5,723
+1
| +0% | +$314 | 0.05% | 198 |
|
|
2024
Q2 | $1.7M | Sell |
5,722
-16
| -0.3% | -$4.76K | 0.05% | 198 |
|
|
2024
Q1 | $1.65M | Buy |
5,738
+674
| +13% | +$194K | 0.05% | 202 |
|
|
2023
Q4 | $1.33M | Sell |
5,064
-477
| -9% | -$125K | 0.04% | 213 |
|
|
2023
Q3 | $1.3M | Sell |
5,541
-60
| -1% | -$14.1K | 0.05% | 199 |
|
|
2023
Q2 | $1.37M | Hold |
5,601
| – | – | 0.05% | 198 |
|
|
2023
Q1 | $1.26M | Sell |
5,601
-300
| -5% | -$67.6K | 0.05% | 185 |
|
|
2022
Q4 | $1.24M | Hold |
5,901
| – | – | 0.06% | 179 |
|
|
2022
Q3 | $1.16M | Sell |
5,901
-374
| -6% | -$73.8K | 0.06% | 187 |
|
|
2022
Q2 | $1.3M | Sell |
6,275
-210
| -3% | -$43.6K | 0.07% | 174 |
|
|
2022
Q1 | $1.62M | Sell |
6,485
-47
| -0.7% | -$11.8K | 0.08% | 153 |
|
|
2021
Q4 | $1.73M | Sell |
6,532
-176
| -3% | -$46.5K | 0.09% | 149 |
|
|
2021
Q3 | $1.62M | Buy |
6,708
+436
| +7% | +$105K | 0.09% | 135 |
|
|
2021
Q2 | $1.52M | Sell |
6,272
-30
| -0.5% | -$7.26K | 0.09% | 137 |
|
|
2021
Q1 | $1.41M | Hold |
6,302
| – | – | 0.11% | 124 |
|
|
2020
Q4 | $1.34M | Sell |
6,302
-193
| -3% | -$40.9K | 0.1% | 129 |
|
|
2020
Q3 | $1.22M | Sell |
6,495
-201
| -3% | -$37.6K | 0.1% | 125 |
|
|
2020
Q2 | $1.15M | Sell |
6,696
-159
| -2% | -$27.3K | 0.11% | 118 |
|
|
2020
Q1 | $970K | Sell |
6,855
-759
| -10% | -$107K | 0.11% | 115 |
|
|
2019
Q4 | $1.36M | Sell |
7,614
-71
| -0.9% | -$12.7K | 0.15% | 98 |
|
|
2019
Q3 | $1.27M | Buy |
7,685
+2,166
| +39% | +$357K | 0.15% | 98 |
|
|
2019
Q2 | $898K | Hold |
5,519
| – | – | 0.12% | 109 |
|
|
2019
Q1 | $868K | Hold |
5,519
| – | – | 0.13% | 101 |
|
|
2018
Q4 | $765K | Buy |
5,519
+2,000
| +57% | +$277K | 0.13% | 93 |
|
|
2018
Q3 | $569K | Buy |
3,519
+1,500
| +74% | +$243K | 0.1% | 111 |
|
|
2018
Q2 | $307K | Hold |
2,019
| – | – | 0.06% | 149 |
|
|
2018
Q1 | $297K | Hold |
2,019
| – | – | 0.06% | 136 |
|
|
2017
Q4 | $300K | Buy |
+2,019
| New | +$300K | 0.06% | 116 |
|