Galvin Gaustad & Stein’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 | $210K | Buy |
+617
| New | +$210K | 0.02% | 185 |
|
|
2024
Q2 | – | Sell |
-777
| Closed | -$224K | – | 188 |
|
|
2024
Q1 | $224K | Hold |
777
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $204K | Buy |
+777
| New | +$204K | 0.02% | 182 |
|
|
2023
Q1 | – | Sell |
-2,943
| Closed | -$620K | – | 168 |
|
|
2022
Q4 | $620K | Hold |
2,943
| – | – | 0.06% | 105 |
|
|
2022
Q3 | $581K | Buy |
2,943
+137
| +5% | +$27K | 0.06% | 107 |
|
|
2022
Q2 | $583K | Hold |
2,806
| – | – | 0.06% | 111 |
|
|
2022
Q1 | $702K | Sell |
2,806
-6,649
| -70% | -$1.66M | 0.06% | 112 |
|
|
2021
Q4 | $2.5M | Buy |
+9,455
| New | +$2.5M | 0.22% | 81 |
|