Evensky & Katz’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 | $3.38M | Buy |
9,955
+25
| +0.3% | +$8.49K | 0.21% | 33 |
|
|
2025
Q1 | $3.05M | Sell |
9,930
-335
| -3% | -$103K | 0.2% | 34 |
|
|
2024
Q4 | $3.31M | Buy |
10,265
+64
| +0.6% | +$20.6K | 0.22% | 33 |
|
|
2024
Q3 | $3.21M | Buy |
10,201
+35
| +0.3% | +$11K | 0.21% | 36 |
|
|
2024
Q2 | $3.03M | Sell |
10,166
-25
| -0.2% | -$7.44K | 0.21% | 36 |
|
|
2024
Q1 | $2.94M | Sell |
10,191
-633
| -6% | -$182K | 0.21% | 35 |
|
|
2023
Q4 | $2.84M | Buy |
10,824
+86
| +0.8% | +$22.6K | 0.21% | 36 |
|
|
2023
Q3 | $2.52M | Sell |
10,738
-1,081
| -9% | -$254K | 0.22% | 32 |
|
|
2023
Q2 | $2.88M | Sell |
11,819
-26
| -0.2% | -$6.34K | 0.22% | 33 |
|
|
2023
Q1 | $2.67M | Buy |
11,845
+44
| +0.4% | +$9.91K | 0.22% | 33 |
|
|
2022
Q4 | $2.48M | Buy |
11,801
+83
| +0.7% | +$17.5K | 0.22% | 35 |
|
|
2022
Q3 | $2.31M | Buy |
11,718
+38
| +0.3% | +$7.5K | 0.27% | 31 |
|
|
2022
Q2 | $2.43M | Sell |
11,680
-315
| -3% | -$65.5K | 0.28% | 30 |
|
|
2022
Q1 | $3M | Buy |
11,995
+36
| +0.3% | +$9K | 0.3% | 28 |
|
|
2021
Q4 | $3.16M | Buy |
11,959
+51
| +0.4% | +$13.5K | 0.3% | 29 |
|
|
2021
Q3 | $2.88M | Sell |
11,908
-60
| -0.5% | -$14.5K | 0.3% | 28 |
|
|
2021
Q2 | $2.9M | Buy |
11,968
+40
| +0.3% | +$9.68K | 0.3% | 29 |
|
|
2021
Q1 | $2.67M | Buy |
11,928
+147
| +1% | +$32.9K | 0.3% | 29 |
|
|
2020
Q4 | $2.5M | Buy |
11,781
+44
| +0.4% | +$9.32K | 0.31% | 26 |
|
|
2020
Q3 | $2.2M | Sell |
11,737
-126
| -1% | -$23.6K | 0.3% | 29 |
|
|
2020
Q2 | $2.04M | Buy |
11,863
+62
| +0.5% | +$10.6K | 0.29% | 29 |
|
|
2020
Q1 | $1.67M | Sell |
11,801
-65
| -0.5% | -$9.2K | 0.26% | 33 |
|
|
2019
Q4 | $2.12M | Sell |
11,866
-198
| -2% | -$35.3K | 0.29% | 32 |
|
|
2019
Q3 | $1.99M | Sell |
12,064
-27
| -0.2% | -$4.44K | 0.27% | 38 |
|
|
2019
Q2 | $1.97M | Buy |
12,091
+64
| +0.5% | +$10.4K | 0.27% | 35 |
|
|
2019
Q1 | $1.89M | Sell |
12,027
-120
| -1% | -$18.9K | 0.26% | 36 |
|
|
2018
Q4 | $1.68M | Buy |
12,147
+129
| +1% | +$17.9K | 0.28% | 33 |
|
|
2018
Q3 | $1.94M | Buy |
12,018
+53
| +0.4% | +$8.57K | 0.29% | 26 |
|
|
2018
Q2 | $1.82M | Hold |
11,965
| – | – | 0.32% | 21 |
|
|
2018
Q1 | $1.76M | Buy |
11,965
+51
| +0.4% | +$7.49K | 0.3% | 23 |
|
|
2017
Q4 | $1.77M | Buy |
11,914
+69
| +0.6% | +$10.3K | 0.29% | 23 |
|
|
2017
Q3 | $1.66M | Buy |
11,845
+29
| +0.2% | +$4.05K | 0.29% | 24 |
|
|
2017
Q2 | $1.6M | Sell |
11,816
-31
| -0.3% | -$4.19K | 0.29% | 23 |
|
|
2017
Q1 | $1.47M | Hold |
11,847
| – | – | 0.27% | 23 |
|
|
2016
Q4 | $1.47M | Sell |
11,847
-79
| -0.7% | -$9.83K | 0.28% | 24 |
|
|
2016
Q3 | $1.44M | Sell |
11,926
-50
| -0.4% | -$6.02K | 0.29% | 24 |
|
|
2016
Q2 | $1.4M | Sell |
11,976
-29
| -0.2% | -$3.39K | 0.31% | 24 |
|
|
2016
Q1 | $1.37M | Sell |
12,005
-61
| -0.5% | -$6.96K | 0.32% | 25 |
|
|
2015
Q4 | $1.37M | Sell |
12,066
-32
| -0.3% | -$3.63K | 0.33% | 27 |
|
|
2015
Q3 | $1.3M | Buy |
12,098
+21
| +0.2% | +$2.25K | 0.36% | 25 |
|
|
2015
Q2 | $1.4M | Buy |
12,077
+18
| +0.1% | +$2.09K | 0.37% | 25 |
|
|
2015
Q1 | $1.4M | Buy |
12,059
+7,848
| +186% | +$909K | 0.38% | 25 |
|
|
2014
Q4 | $482K | Sell |
4,211
-7,810
| -65% | -$894K | 0.14% | 29 |
|
|
2014
Q3 | $1.32M | Buy |
12,021
+7,846
| +188% | +$862K | 0.4% | 24 |
|
|
2014
Q2 | $459K | Buy |
4,175
+17
| +0.4% | +$1.87K | 0.17% | 16 |
|
|
2014
Q1 | $435K | Sell |
4,158
-544
| -12% | -$56.9K | 0.17% | 16 |
|
|
2013
Q4 | $442K | Hold |
4,702
| – | – | 0.17% | 15 |
|
|
2013
Q3 | $442K | Sell |
4,702
-311
| -6% | -$29.2K | 0.18% | 15 |
|
|
2013
Q2 | $450K | Buy |
+5,013
| New | +$450K | 0.2% | 14 |
|