First Pacific Financial’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
$172K Buy
507
+2
+0.4% +$679 0.03% 171
2025
Q1
$155K Sell
505
-11
-2% -$3.38K 0.03% 145
2024
Q4
$166K Sell
516
-1,685
-77% -$543K 0.04% 144
2024
Q3
$692K Sell
2,201
-231
-9% -$72.6K 0.16% 93
2024
Q2
$723K Sell
2,432
-45
-2% -$13.4K 0.19% 77
2024
Q1
$714K Sell
2,477
-4,323
-64% -$1.25M 0.2% 79
2023
Q4
$1.78M Buy
6,800
+159
+2% +$41.7K 0.54% 25
2023
Q3
$1.56M Sell
6,641
-4
-0.1% -$940 0.7% 20
2023
Q2
$1.62M Buy
6,645
+17
+0.3% +$4.14K 0.69% 20
2023
Q1
$1.49M Buy
6,628
+2
+0% +$450 0.69% 19
2022
Q4
$1.39M Buy
6,626
+60
+0.9% +$12.6K 0.69% 20
2022
Q3
$1.3M Hold
6,566
0.74% 17
2022
Q2
$1.36M Buy
+6,566
New +$1.36M 0.64% 24