Founders Financial Alliance’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 | $528K | Sell |
1,556
-72
| -4% | -$24.4K | 0.12% | 167 |
|
|
2025
Q1 | $499K | Sell |
1,628
-4
| -0.2% | -$1.23K | 0.12% | 173 |
|
|
2024
Q4 | $526K | Hold |
1,632
| – | – | 0.14% | 139 |
|
|
2024
Q3 | $513K | Sell |
1,632
-152
| -9% | -$47.8K | 0.14% | 145 |
|
|
2024
Q2 | $531K | Sell |
1,784
-1,427
| -44% | -$425K | 0.16% | 127 |
|
|
2024
Q1 | $925K | Buy |
3,211
+2,336
| +267% | +$673K | 0.28% | 82 |
|
|
2023
Q4 | $229K | Sell |
875
-5
| -0.6% | -$1.31K | 0.09% | 224 |
|
|
2023
Q3 | $207K | Sell |
880
-158
| -15% | -$37.1K | 0.09% | 219 |
|
|
2023
Q2 | $253K | Buy |
1,038
+154
| +17% | +$37.5K | 0.1% | 215 |
|
|
2023
Q1 | $199K | Hold |
884
| – | – | 0.1% | 201 |
|
|
2022
Q4 | $186K | Sell |
884
-2
| -0.2% | -$421 | 0.09% | 226 |
|
|
2022
Q3 | $175K | Buy |
886
+68
| +8% | +$13.4K | 0.09% | 216 |
|
|
2022
Q2 | $170K | Sell |
818
-68
| -8% | -$14.1K | 0.09% | 219 |
|
|
2022
Q1 | $222K | Hold |
886
| – | – | 0.1% | 196 |
|
|
2021
Q4 | $234K | Sell |
886
-20
| -2% | -$5.28K | 0.09% | 222 |
|
|
2021
Q3 | $219K | Sell |
906
-24
| -3% | -$5.8K | 0.1% | 207 |
|
|
2021
Q2 | $225K | Sell |
930
-21
| -2% | -$5.08K | 0.1% | 213 |
|
|
2021
Q1 | $220K | Sell |
951
-109
| -10% | -$25.2K | 0.11% | 209 |
|
|
2020
Q4 | $223K | Buy |
1,060
+109
| +11% | +$22.9K | 0.13% | 181 |
|
|
2020
Q3 | $177K | Buy |
+951
| New | +$177K | 0.11% | 177 |
|