Fi3 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 | $974K | Hold |
2,867
| – | – | 0.35% | 29 |
|
|
2025
Q1 | $879K | Hold |
2,867
| – | – | 0.36% | 32 |
|
|
2024
Q4 | $924K | Hold |
2,867
| – | – | 0.35% | 33 |
|
|
2024
Q3 | $901K | Hold |
2,867
| – | – | 0.36% | 31 |
|
|
2024
Q2 | $853K | Hold |
2,867
| – | – | 0.38% | 27 |
|
|
2024
Q1 | $806K | Sell |
2,867
-6
| -0.2% | -$1.69K | 0.37% | 27 |
|
|
2023
Q4 | $753K | Sell |
2,873
-40
| -1% | -$10.5K | 0.36% | 30 |
|
|
2023
Q3 | $684K | Hold |
2,913
| – | – | 0.37% | 31 |
|
|
2023
Q2 | $710K | Hold |
2,913
| – | – | 0.37% | 29 |
|
|
2023
Q1 | $656K | Hold |
2,913
| – | – | 0.35% | 32 |
|
|
2022
Q4 | $613K | Buy |
2,913
+741
| +34% | +$156K | 0.35% | 32 |
|
|
2022
Q3 | $429K | Buy |
2,172
+140
| +7% | +$27.7K | 0.39% | 28 |
|
|
2022
Q2 | $424K | Buy |
+2,032
| New | +$424K | 0.35% | 30 |
|