Forum Financial Management’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 | $2.28M | Sell |
6,719
-117
| -2% | -$39.7K | 0.03% | 111 |
|
|
2025
Q1 | $2.1M | Buy |
6,836
+117
| +2% | +$35.9K | 0.03% | 111 |
|
|
2024
Q4 | $2.16M | Sell |
6,719
-117
| -2% | -$37.7K | 0.04% | 110 |
|
|
2024
Q3 | $2.15M | Sell |
6,836
-13
| -0.2% | -$4.09K | 0.04% | 97 |
|
|
2024
Q2 | $2.04M | Buy |
6,849
+13
| +0.2% | +$3.87K | 0.04% | 101 |
|
|
2024
Q1 | $1.97M | Hold |
6,836
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $1.79M | Sell |
6,836
-138
| -2% | -$36.2K | 0.03% | 99 |
|
|
2023
Q3 | $1.64M | Buy |
6,974
+120
| +2% | +$28.2K | 0.04% | 104 |
|
|
2023
Q2 | $1.67M | Buy |
6,854
+5,212
| +317% | +$1.27M | 0.04% | 99 |
|
|
2023
Q1 | $370K | Hold |
1,642
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $346K | Buy |
1,642
+135
| +9% | +$28.4K | 0.01% | 351 |
|
|
2022
Q3 | $297K | Sell |
1,507
-12
| -0.8% | -$2.37K | 0.01% | 350 |
|
|
2022
Q2 | $316K | Buy |
1,519
+12
| +0.8% | +$2.5K | 0.02% | 339 |
|
|
2022
Q1 | $376K | Sell |
1,507
-25
| -2% | -$6.24K | 0.02% | 305 |
|
|
2021
Q4 | $405K | Buy |
+1,532
| New | +$405K | 0.02% | 303 |
|