Global Financial Private Client’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 | – | Sell |
-201
| Closed | -$61.7K | – | 896 |
|
|
2025
Q1 | $61.7K | Hold |
201
| – | – | 0.02% | 314 |
|
|
2024
Q4 | $64.8K | Hold |
201
| – | – | 0.02% | 303 |
|
|
2024
Q3 | $63.2K | Hold |
201
| – | – | 0.02% | 308 |
|
|
2024
Q2 | $59.8K | Hold |
201
| – | – | 0.03% | 283 |
|
|
2024
Q1 | $57.8K | Hold |
201
| – | – | 0.02% | 291 |
|
|
2023
Q4 | $52.7K | Hold |
201
| – | – | 0.02% | 294 |
|
|
2023
Q3 | $47.2K | Hold |
201
| – | – | 0.02% | 291 |
|
|
2023
Q2 | $49K | Hold |
201
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $45.4K | Hold |
201
| – | – | 0.02% | 291 |
|
|
2022
Q4 | $42.3K | Hold |
201
| – | – | 0.02% | 288 |
|
|
2022
Q3 | $40.7K | Hold |
201
| – | – | 0.02% | 286 |
|
|
2022
Q2 | $42.2K | Sell |
201
-151
| -43% | -$31.7K | 0.02% | 273 |
|
|
2022
Q1 | $88.4K | Buy |
352
+151
| +75% | +$37.9K | 0.04% | 209 |
|
|
2021
Q4 | $53.2K | Hold |
201
| – | – | 0.03% | 266 |
|
|
2021
Q3 | $49.1K | Hold |
201
| – | – | 0.03% | 246 |
|
|
2021
Q2 | $48.9K | Hold |
201
| – | – | 0.03% | 253 |
|
|
2021
Q1 | $45.5K | Hold |
201
| – | – | 0.03% | 218 |
|
|
2020
Q4 | $42.6K | Buy |
+201
| New | +$42.6K | 0.03% | 207 |
|