Focus Financial Network’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 | $1.6M | Buy |
4,703
+1,679
| +56% | +$570K | 0.06% | 224 |
|
|
2025
Q1 | $928K | Buy |
+3,024
| New | +$928K | 0.04% | 292 |
|
|
2024
Q1 | – | Sell |
-1,859
| Closed | -$488K | – | 690 |
|
|
2023
Q4 | $488K | Buy |
+1,859
| New | +$488K | 0.02% | 461 |
|
|
2022
Q1 | – | Sell |
-2,199
| Closed | -$581K | – | 566 |
|
|
2021
Q4 | $581K | Buy |
2,199
+98
| +5% | +$25.9K | 0.09% | 201 |
|
|
2021
Q3 | $508K | Hold |
2,101
| – | – | 0.07% | 257 |
|
|
2021
Q2 | $509K | Hold |
2,101
| – | – | 0.07% | 259 |
|
|
2021
Q1 | $470K | Buy |
+2,101
| New | +$470K | 0.06% | 266 |
|