Financial Engines 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 | $5.32M | Sell |
15,661
-5,515
| -26% | -$1.87M | 0.01% | 140 |
|
|
2025
Q1 | $6.5M | Sell |
21,176
-319
| -1% | -$97.8K | 0.01% | 116 |
|
|
2024
Q4 | $6.92M | Buy |
21,495
+4,016
| +23% | +$1.29M | 0.01% | 114 |
|
|
2024
Q3 | $5.5M | Sell |
17,479
-947
| -5% | -$298K | 0.01% | 118 |
|
|
2024
Q2 | $5.48M | Buy |
18,426
+3,671
| +25% | +$1.09M | 0.01% | 114 |
|
|
2024
Q1 | $4.25M | Sell |
14,755
-2,261
| -13% | -$651K | 0.01% | 120 |
|
|
2023
Q4 | $4.46M | Sell |
17,016
-9,644
| -36% | -$2.53M | 0.01% | 107 |
|
|
2023
Q3 | $6.29M | Sell |
26,660
-1,288
| -5% | -$304K | 0.02% | 82 |
|
|
2023
Q2 | $6.81M | Sell |
27,948
-833
| -3% | -$203K | 0.02% | 83 |
|
|
2023
Q1 | $6.48M | Sell |
28,781
-40,092
| -58% | -$9.03M | 0.02% | 85 |
|
|
2022
Q4 | $14.5M | Buy |
68,873
+27,460
| +66% | +$5.78M | 0.04% | 74 |
|
|
2022
Q3 | $8.17M | Buy |
41,413
+19,725
| +91% | +$3.89M | 0.03% | 81 |
|
|
2022
Q2 | $4.51M | Buy |
21,688
+14,428
| +199% | +$3M | 0.01% | 88 |
|
|
2022
Q1 | $1.82M | Buy |
7,260
+3,445
| +90% | +$862K | ﹤0.01% | 120 |
|
|
2021
Q4 | $1.01M | Sell |
3,815
-731
| -16% | -$193K | ﹤0.01% | 122 |
|
|
2021
Q3 | $1.1M | Buy |
4,546
+91
| +2% | +$22K | ﹤0.01% | 106 |
|
|
2021
Q2 | $1.08M | Sell |
4,455
-406
| -8% | -$98.2K | ﹤0.01% | 96 |
|
|
2021
Q1 | $1.09M | Buy |
4,861
+571
| +13% | +$128K | ﹤0.01% | 110 |
|
|
2020
Q4 | $909K | Sell |
4,290
-499
| -10% | -$106K | ﹤0.01% | 118 |
|
|
2020
Q3 | $896K | Sell |
4,789
-56
| -1% | -$10.5K | ﹤0.01% | 117 |
|
|
2020
Q2 | $832K | Sell |
4,845
-12,404
| -72% | -$2.13M | ﹤0.01% | 110 |
|
|
2020
Q1 | $2.44M | Buy |
+17,249
| New | +$2.44M | 0.01% | 75 |
|