First Business Financial Services’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
$1.89M Hold
5,578
0.17% 59
2025
Q1
$1.71M Hold
5,578
0.17% 62
2024
Q4
$1.8M Hold
5,578
0.18% 58
2024
Q3
$1.75M Hold
5,578
0.18% 53
2024
Q2
$1.66M Hold
5,578
0.18% 52
2024
Q1
$1.61M Hold
5,578
0.17% 53
2023
Q4
$1.46M Hold
5,578
0.17% 54
2023
Q3
$1.31M Hold
5,578
0.17% 62
2023
Q2
$1.36M Hold
5,578
0.17% 61
2023
Q1
$1.26M Hold
5,578
0.16% 63
2022
Q4
$1.17M Hold
5,578
0.16% 64
2022
Q3
$1.1M Sell
5,578
-80
-1% -$15.8K 0.16% 57
2022
Q2
$1.18M Buy
5,658
+80
+1% +$16.6K 0.16% 59
2022
Q1
$1.4M Hold
5,578
0.15% 55
2021
Q4
$1.48M Hold
5,578
0.16% 50
2021
Q3
$1.35M Hold
5,578
0.15% 42
2021
Q2
$1.35M Sell
5,578
-200
-3% -$48.4K 0.16% 41
2021
Q1
$1.29M Buy
5,778
+1,844
+47% +$413K 0.17% 32
2020
Q4
$833K Hold
3,934
0.12% 49
2020
Q3
$736K Sell
3,934
-290
-7% -$54.3K 0.12% 47
2020
Q2
$725K Hold
4,224
0.13% 45
2020
Q1
$598K Hold
4,224
0.12% 48
2019
Q4
$754K Hold
4,224
0.12% 50
2019
Q3
$695K Hold
4,224
0.12% 50
2019
Q2
$688K Hold
4,224
0.12% 50
2019
Q1
$664K Hold
4,224
0.12% 50
2018
Q4
$586K Buy
4,224
+1,624
+62% +$225K 0.1% 76
2018
Q3
$420K Hold
2,600
0.07% 82
2018
Q2
$395K Hold
2,600
0.07% 67
2018
Q1
$382K Hold
2,600
0.07% 66
2017
Q4
$386K Hold
2,600
0.07% 67
2017
Q3
$364K Hold
2,600
0.07% 68
2017
Q2
$352K Hold
2,600
0.07% 66
2017
Q1
$341K Sell
2,600
-191,308
-99% -$25.1M 0.07% 69
2016
Q4
$24.1M Buy
193,908
+9,080
+5% +$1.13M 5.59% 5
2016
Q3
$22.3M Buy
184,828
+2,859
+2% +$344K 5.44% 5
2016
Q2
$21.3M Buy
181,969
+13,376
+8% +$1.56M 5.47% 5
2016
Q1
$19.2M Buy
+168,593
New +$19.2M 5.24% 5
2015
Q3
Sell
-156,172
Closed -$18.1M 79
2015
Q2
$18.1M Buy
+156,172
New +$18.1M 5.26% 6