Forvis Mazars Wealth Advisors’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 | $3.55M | Buy |
10,462
+280
| +3% | +$95.1K | 0.08% | 111 |
|
|
2025
Q1 | $3.12M | Sell |
10,182
-95
| -0.9% | -$29.1K | 0.07% | 117 |
|
|
2024
Q4 | $3.31M | Buy |
10,277
+11
| +0.1% | +$3.54K | 0.08% | 122 |
|
|
2024
Q3 | $3.23M | Sell |
10,266
-1,688
| -14% | -$531K | 0.07% | 125 |
|
|
2024
Q2 | $3.56M | Sell |
11,954
-247
| -2% | -$73.5K | 0.09% | 113 |
|
|
2024
Q1 | $3.51M | Sell |
12,201
-441
| -3% | -$127K | 0.09% | 111 |
|
|
2023
Q4 | $3.32M | Sell |
12,642
-371
| -3% | -$97.3K | 0.09% | 110 |
|
|
2023
Q3 | $3.06M | Sell |
13,013
-1,348
| -9% | -$317K | 0.09% | 116 |
|
|
2023
Q2 | $3.5M | Sell |
14,361
-7
| -0% | -$1.71K | 0.1% | 122 |
|
|
2023
Q1 | $3.24M | Sell |
14,368
-232
| -2% | -$52.3K | 0.11% | 112 |
|
|
2022
Q4 | $3.07M | Sell |
14,600
-407
| -3% | -$85.7K | 0.11% | 108 |
|
|
2022
Q3 | $2.96M | Buy |
15,007
+50
| +0.3% | +$9.87K | 0.12% | 107 |
|
|
2022
Q2 | $3.11M | Sell |
14,957
-345
| -2% | -$71.7K | 0.13% | 93 |
|
|
2022
Q1 | $3.83M | Sell |
15,302
-93
| -0.6% | -$23.3K | 0.16% | 72 |
|
|
2021
Q4 | $4.07M | Sell |
15,395
-397
| -3% | -$105K | 0.17% | 64 |
|
|
2021
Q3 | $3.82M | Buy |
15,792
+268
| +2% | +$64.8K | 0.18% | 61 |
|
|
2021
Q2 | $3.76M | Hold |
15,524
| – | – | 0.17% | 58 |
|
|
2021
Q1 | $3.48M | Buy |
15,524
+17
| +0.1% | +$3.81K | 0.17% | 63 |
|
|
2020
Q4 | $3.29M | Sell |
15,507
-2,356
| -13% | -$499K | 0.16% | 68 |
|
|
2020
Q3 | $3.34M | Buy |
17,863
+868
| +5% | +$162K | 0.19% | 56 |
|
|
2020
Q2 | $2.92M | Buy |
16,995
+5,180
| +44% | +$889K | 0.19% | 60 |
|
|
2020
Q1 | $1.67M | Buy |
11,815
+305
| +3% | +$43.2K | 0.14% | 78 |
|
|
2019
Q4 | $2.05M | Buy |
11,510
+1,252
| +12% | +$223K | 0.15% | 84 |
|
|
2019
Q3 | $1.69M | Hold |
10,258
| – | – | 0.14% | 93 |
|
|
2019
Q2 | $1.67M | Sell |
10,258
-2,322
| -18% | -$378K | 0.14% | 91 |
|
|
2019
Q1 | $1.98M | Hold |
12,580
| – | – | 0.16% | 77 |
|
|
2018
Q4 | $1.75M | Sell |
12,580
-140
| -1% | -$19.4K | 0.18% | 66 |
|
|
2018
Q3 | $2.06M | Hold |
12,720
| – | – | 0.18% | 70 |
|
|
2018
Q2 | $1.93M | Buy |
12,720
+45
| +0.4% | +$6.84K | 0.19% | 72 |
|
|
2018
Q1 | $1.86M | Hold |
12,675
| – | – | 0.19% | 71 |
|
|
2017
Q4 | $1.88M | Buy |
12,675
+1,305
| +11% | +$194K | 0.19% | 72 |
|
|
2017
Q3 | $1.59M | Buy |
11,370
+925
| +9% | +$129K | 0.17% | 72 |
|
|
2017
Q2 | $1.41M | Buy |
10,445
+325
| +3% | +$44K | 0.16% | 79 |
|
|
2017
Q1 | $1.33M | Sell |
10,120
-3,259
| -24% | -$428K | 0.16% | 74 |
|
|
2016
Q4 | $1.67M | Sell |
13,379
-158
| -1% | -$19.7K | 0.22% | 63 |
|
|
2016
Q3 | $1.63M | Hold |
13,537
| – | – | 0.23% | 55 |
|
|
2016
Q2 | $1.58M | Hold |
13,537
| – | – | 0.24% | 58 |
|
|
2016
Q1 | $1.54M | Hold |
13,537
| – | – | 0.25% | 53 |
|
|
2015
Q4 | $1.53M | Sell |
13,537
-186
| -1% | -$21.1K | 0.23% | 51 |
|
|
2015
Q3 | $1.47M | Hold |
13,723
| – | – | 0.26% | 48 |
|
|
2015
Q2 | $1.59M | Buy |
13,723
+4,892
| +55% | +$568K | 0.24% | 55 |
|
|
2015
Q1 | $1.02M | Hold |
8,831
| – | – | 0.15% | 78 |
|
|
2014
Q4 | $1.01M | Hold |
8,831
| – | – | 0.17% | 72 |
|
|
2014
Q3 | $970K | Hold |
8,831
| – | – | 0.17% | 70 |
|
|
2014
Q2 | $972K | Hold |
8,831
| – | – | 0.17% | 70 |
|
|
2014
Q1 | $925K | Sell |
8,831
-394
| -4% | -$41.3K | 0.16% | 82 |
|
|
2013
Q4 | $952K | Hold |
9,225
| – | – | 0.18% | 78 |
|
|
2013
Q3 | $869K | Buy |
+9,225
| New | +$869K | 0.18% | 79 |
|