FMP
Financial Management Professionals’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2M | Sell |
118,438
-5,289
| -4% | -$1.8M | 4.52% | 7 |
|
|
2025
Q1 | $38M | Buy |
123,727
+15,758
| +15% | +$4.83M | 4.85% | 8 |
|
|
2024
Q4 | $34.8M | Buy |
107,969
+2,363
| +2% | +$761K | 4.4% | 7 |
|
|
2024
Q3 | $33.2M | Sell |
105,606
-26,091
| -20% | -$8.2M | 4.12% | 6 |
|
|
2024
Q2 | $39.2M | Buy |
131,697
+22,995
| +21% | +$6.84M | 5.38% | 4 |
|
|
2024
Q1 | $31.3M | Sell |
108,702
-588
| -0.5% | -$169K | 4.61% | 5 |
|
|
2023
Q4 | $28.7M | Sell |
109,290
-369
| -0.3% | -$96.8K | 4.67% | 5 |
|
|
2023
Q3 | $25.8M | Buy |
109,659
+243
| +0.2% | +$57.1K | 4.53% | 6 |
|
|
2023
Q2 | $26.7M | Sell |
109,416
-1,626
| -1% | -$396K | 4.46% | 6 |
|
|
2023
Q1 | $25M | Sell |
111,042
-32,870
| -23% | -$7.4M | 4.83% | 6 |
|
|
2022
Q4 | $30.3M | Buy |
143,912
+33,081
| +30% | +$6.96M | 6.2% | 4 |
|
|
2022
Q3 | $21.9M | Buy |
110,831
+296
| +0.3% | +$58.4K | 5.01% | 6 |
|
|
2022
Q2 | $23M | Buy |
110,535
+5,338
| +5% | +$1.11M | 5.57% | 5 |
|
|
2022
Q1 | $26.3M | Buy |
105,197
+834
| +0.8% | +$209K | 5.7% | 5 |
|
|
2021
Q4 | $27.6M | Buy |
104,363
+689
| +0.7% | +$182K | 5.85% | 4 |
|
|
2021
Q3 | $25.1M | Sell |
103,674
-4,684
| -4% | -$1.13M | 5.78% | 4 |
|
|
2021
Q2 | $26.2M | Buy |
108,358
+1,950
| +2% | +$472K | 6.75% | 4 |
|
|
2021
Q1 | $23.8M | Buy |
106,408
+17
| +0% | +$3.81K | 6.37% | 4 |
|
|
2020
Q4 | $22.5M | Sell |
106,391
-65
| -0.1% | -$13.8K | 6.32% | 5 |
|
|
2020
Q3 | $19.9M | Sell |
106,456
-891
| -0.8% | -$167K | 7.11% | 5 |
|
|
2020
Q2 | $18.4M | Sell |
107,347
-363
| -0.3% | -$62.3K | 6.36% | 5 |
|
|
2020
Q1 | $15.2M | Sell |
107,710
-5,454
| -5% | -$772K | 6.46% | 6 |
|
|
2019
Q4 | $20.2M | Buy |
113,164
+458
| +0.4% | +$81.7K | 6.68% | 6 |
|
|
2019
Q3 | $18.5M | Buy |
112,706
+4,651
| +4% | +$765K | 6.84% | 4 |
|
|
2019
Q2 | $17.6M | Sell |
108,055
-2,441
| -2% | -$397K | 6.52% | 3 |
|
|
2019
Q1 | $17.4M | Buy |
110,496
+7,025
| +7% | +$1.11M | 6.98% | 3 |
|
|
2018
Q4 | $14.4M | Buy |
103,471
+1,397
| +1% | +$194K | 8.94% | 3 |
|
|
2018
Q3 | $16.5M | Sell |
102,074
-6,606
| -6% | -$1.07M | 6.41% | 4 |
|
|
2018
Q2 | $16.5M | Buy |
108,680
+16,198
| +18% | +$2.46M | 6.73% | 4 |
|
|
2018
Q1 | $13.6M | Sell |
92,482
-4,591
| -5% | -$674K | 7.03% | 2 |
|
|
2017
Q4 | $14.4M | Buy |
97,073
+300
| +0.3% | +$44.6K | 6.09% | 3 |
|
|
2017
Q3 | $13.5M | Buy |
96,773
+1,710
| +2% | +$239K | 5.93% | 3 |
|
|
2017
Q2 | $12.9M | Buy |
95,063
+454
| +0.5% | +$61.4K | 5.83% | 5 |
|
|
2017
Q1 | $12.4M | Buy |
94,609
+10,798
| +13% | +$1.42M | 6.34% | 5 |
|
|
2016
Q4 | $10.4M | Sell |
83,811
-2,597
| -3% | -$323K | 5.43% | 5 |
|
|
2016
Q3 | $10.4M | Sell |
86,408
-309
| -0.4% | -$37.2K | 5.39% | 5 |
|
|
2016
Q2 | $10.1M | Buy |
86,717
+236
| +0.3% | +$27.6K | 5.33% | 4 |
|
|
2016
Q1 | $9.87M | Buy |
86,481
+1,054
| +1% | +$120K | 5.11% | 5 |
|
|
2015
Q4 | $9.68M | Buy |
85,427
+2,153
| +3% | +$244K | 4.96% | 5 |
|
|
2015
Q3 | $8.91M | Buy |
83,274
+3,431
| +4% | +$367K | 6.03% | 4 |
|
|
2015
Q2 | $9.26M | Buy |
79,843
+1,351
| +2% | +$157K | 4.34% | 4 |
|
|
2015
Q1 | $9.09M | Buy |
78,492
+397
| +0.5% | +$46K | 4.26% | 6 |
|
|
2014
Q4 | $8.95M | Buy |
78,095
+1,356
| +2% | +$155K | 4.94% | 5 |
|
|
2014
Q3 | $8.43M | Buy |
76,739
+919
| +1% | +$101K | 5.75% | 4 |
|
|
2014
Q2 | $8.35M | Buy |
75,820
+1,906
| +3% | +$210K | 5.53% | 5 |
|
|
2014
Q1 | $7.74M | Buy |
73,914
+3,232
| +5% | +$339K | 5.32% | 5 |
|
|
2013
Q4 | $7.29M | Sell |
70,682
-224
| -0.3% | -$23.1K | 4.92% | 4 |
|
|
2013
Q3 | $6.68M | Buy |
70,906
+1,594
| +2% | +$150K | 4.13% | 7 |
|
|
2013
Q2 | $6.23M | Buy |
+69,312
| New | +$6.23M | 4.58% | 5 |
|