Grandfield & Dodd’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 | $1.54M | Hold |
4,523
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $1.39M | Buy |
4,523
+800
| +21% | +$245K | 0.09% | 97 |
|
|
2024
Q4 | $1.2M | Hold |
3,723
| – | – | 0.07% | 102 |
|
|
2024
Q3 | $1.17M | Hold |
3,723
| – | – | 0.07% | 103 |
|
|
2024
Q2 | $1.11M | Hold |
3,723
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $1.07M | Hold |
3,723
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $976K | Hold |
3,723
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $875K | Hold |
3,723
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $908K | Hold |
3,723
| – | – | 0.06% | 107 |
|
|
2023
Q1 | $839K | Hold |
3,723
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $784K | Sell |
3,723
-841
| -18% | -$177K | 0.06% | 117 |
|
|
2022
Q3 | $900K | Hold |
4,564
| – | – | 0.07% | 99 |
|
|
2022
Q2 | $950K | Buy |
4,564
+167
| +4% | +$34.8K | 0.07% | 100 |
|
|
2022
Q1 | $1.1M | Buy |
+4,397
| New | +$1.1M | 0.07% | 98 |
|