Fiducient 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 | $14.7M | Buy |
43,351
+1,915
| +5% | +$650K | 1.8% | 17 |
|
|
2025
Q1 | $12.7M | Buy |
41,436
+6,514
| +19% | +$2M | 1.59% | 16 |
|
|
2024
Q4 | $11.3M | Sell |
34,922
-6,326
| -15% | -$2.04M | 1.39% | 19 |
|
|
2024
Q3 | $13M | Sell |
41,248
-271
| -0.7% | -$85.2K | 1.5% | 18 |
|
|
2024
Q2 | $12.4M | Buy |
41,519
+25,215
| +155% | +$7.5M | 1.71% | 16 |
|
|
2024
Q1 | $4.7M | Sell |
16,304
-1,144
| -7% | -$330K | 0.93% | 20 |
|
|
2023
Q4 | $4.58M | Buy |
17,448
+16,233
| +1,336% | +$4.26M | 0.86% | 18 |
|
|
2023
Q3 | $287K | Sell |
1,215
-387
| -24% | -$91.3K | 0.02% | 93 |
|
|
2023
Q2 | $391K | Buy |
1,602
+390
| +32% | +$95.1K | 0.12% | 40 |
|
|
2023
Q1 | $273K | Buy |
1,212
+5
| +0.4% | +$1.13K | 0.09% | 42 |
|
|
2022
Q4 | $254K | Buy |
+1,207
| New | +$254K | 0.07% | 158 |
|
|
2018
Q1 | – | Sell |
-4,589
| Closed | -$682K | – | 20 |
|
|
2017
Q4 | $682K | Buy |
+4,589
| New | +$682K | 0.43% | 8 |
|