FSA
Financial Services Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
11,237
-135
| -1% | -$45.8K | 1.84% | 15 |
|
|
2025
Q1 | $3.49M | Sell |
11,372
-47,821
| -81% | -$14.7M | 1.32% | 17 |
|
|
2024
Q4 | $19.1M | Buy |
59,193
+1,756
| +3% | +$566K | 4.47% | 9 |
|
|
2024
Q3 | $18.1M | Buy |
57,437
+834
| +1% | +$262K | 4.37% | 9 |
|
|
2024
Q2 | $16.8M | Buy |
56,603
+388
| +0.7% | +$115K | 4.61% | 7 |
|
|
2024
Q1 | $16.2M | Buy |
56,215
+395
| +0.7% | +$114K | 4.03% | 9 |
|
|
2023
Q4 | $14.6M | Buy |
+55,820
| New | +$14.6M | 4.19% | 7 |
|
|
2022
Q1 | – | Sell |
-4,803
| Closed | -$883K | – | 32 |
|
|
2021
Q4 | $883K | Buy |
4,803
+1,397
| +41% | +$257K | 0.28% | 34 |
|
|
2021
Q3 | $823K | Sell |
3,406
-137
| -4% | -$33.1K | 0.28% | 34 |
|
|
2021
Q2 | $858K | Buy |
3,543
+435
| +14% | +$105K | 0.37% | 31 |
|
|
2021
Q1 | $696K | Sell |
3,108
-1,765
| -36% | -$395K | 0.32% | 25 |
|
|
2020
Q4 | $1.03M | Buy |
4,873
+5
| +0.1% | +$1.06K | 0.4% | 22 |
|
|
2020
Q3 | $911K | Sell |
4,868
-51,648
| -91% | -$9.67M | 0.66% | 12 |
|
|
2020
Q2 | $9.7M | Buy |
+56,516
| New | +$9.7M | 4.92% | 10 |
|