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 |
|