GM Advisory Group’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 | $4.06M | Buy |
11,948
+30
| +0.3% | +$10.2K | 0.2% | 60 |
|
|
2025
Q1 | $3.66M | Buy |
11,918
+32
| +0.3% | +$9.82K | 0.2% | 59 |
|
|
2024
Q4 | $3.83M | Buy |
11,886
+37
| +0.3% | +$11.9K | 0.21% | 58 |
|
|
2024
Q3 | $3.73M | Buy |
11,849
+41
| +0.3% | +$12.9K | 0.22% | 57 |
|
|
2024
Q2 | $3.51M | Buy |
11,808
+22
| +0.2% | +$6.55K | 0.23% | 55 |
|
|
2024
Q1 | $3.39M | Buy |
11,786
+700
| +6% | +$202K | 0.24% | 50 |
|
|
2023
Q4 | $2.91M | Sell |
11,086
-571
| -5% | -$150K | 0.22% | 50 |
|
|
2023
Q3 | $2.74M | Hold |
11,657
| – | – | 0.22% | 44 |
|
|
2023
Q2 | $2.84M | Buy |
11,657
+31
| +0.3% | +$7.56K | 0.24% | 42 |
|
|
2023
Q1 | $2.62M | Buy |
+11,626
| New | +$2.62M | 0.24% | 44 |
|
|
2022
Q1 | – | Sell |
-1,278
| Closed | -$338K | – | 207 |
|
|
2021
Q4 | $338K | Buy |
+1,278
| New | +$338K | 0.03% | 154 |
|
|
2015
Q3 | – | Sell |
-70,581
| Closed | -$8.19M | – | 40 |
|
|
2015
Q2 | $8.19M | Sell |
70,581
-2,399
| -3% | -$278K | 3.23% | 13 |
|
|
2015
Q1 | $8.46M | Sell |
72,980
-100,788
| -58% | -$11.7M | 3.42% | 12 |
|
|
2014
Q4 | $19.9M | Buy |
+173,768
| New | +$19.9M | 10.74% | 1 |
|