Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-91,935
| Closed | -$4.72M | – | 765 |
|
|
2024
Q3 | $4.72M | Buy |
+91,935
| New | +$4.72M | 0.27% | 88 |
|
|
2024
Q2 | – | Sell |
-8,416
| Closed | -$738K | – | 757 |
|
|
2024
Q1 | $738K | Sell |
8,416
-42,291
| -83% | -$3.71M | 0.04% | 370 |
|
|
2023
Q4 | $1.64M | Buy |
+50,707
| New | +$1.64M | 0.11% | 201 |
|
|
2023
Q1 | – | Sell |
-1,466
| Closed | -$309K | – | 776 |
|
|
2022
Q4 | $309K | Buy |
+1,466
| New | +$309K | 0.02% | 553 |
|
|
2020
Q1 | – | Sell |
-1,362
| Closed | -$243K | – | 509 |
|
|
2019
Q4 | $243K | Sell |
1,362
-360
| -21% | -$64.2K | 0.03% | 442 |
|
|
2019
Q3 | $283K | Sell |
1,722
-4,105
| -70% | -$675K | 0.03% | 387 |
|
|
2019
Q2 | $949K | Sell |
5,827
-563
| -9% | -$91.7K | 0.11% | 190 |
|
|
2019
Q1 | $1.01M | Buy |
+6,390
| New | +$1.01M | 0.13% | 180 |
|
|
2018
Q4 | – | Sell |
-2,355
| Closed | -$381K | – | 470 |
|
|
2018
Q3 | $381K | Sell |
2,355
-145
| -6% | -$23.5K | 0.04% | 329 |
|
|
2018
Q2 | $381K | Sell |
2,500
-129
| -5% | -$19.7K | 0.05% | 320 |
|
|
2018
Q1 | $386K | Buy |
2,629
+479
| +22% | +$70.3K | 0.05% | 307 |
|
|
2017
Q4 | $320K | Buy |
+2,150
| New | +$320K | 0.04% | 343 |
|