Greenleaf Trust’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 | $1.01M | Buy |
2,969
+30
| +1% | +$10.2K | 0.01% | 309 |
|
|
2025
Q1 | $902K | Hold |
2,939
| – | – | 0.01% | 354 |
|
|
2024
Q4 | $947K | Hold |
2,939
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $924K | Hold |
2,939
| – | – | 0.01% | 350 |
|
|
2024
Q2 | $874K | Buy |
2,939
+7
| +0.2% | +$2.08K | 0.01% | 328 |
|
|
2024
Q1 | $845K | Hold |
2,932
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $769K | Buy |
2,932
+223
| +8% | +$58.5K | 0.01% | 339 |
|
|
2023
Q3 | $636K | Hold |
2,709
| – | – | 0.01% | 370 |
|
|
2023
Q2 | $660K | Hold |
2,709
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $610K | Hold |
2,709
| – | – | 0.01% | 394 |
|
|
2022
Q4 | $570K | Hold |
2,709
| – | – | 0.01% | 408 |
|
|
2022
Q3 | $535K | Hold |
2,709
| – | – | 0.01% | 380 |
|
|
2022
Q2 | $563K | Hold |
2,709
| – | – | 0.01% | 359 |
|
|
2022
Q1 | $677K | Hold |
2,709
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $716K | Hold |
2,709
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $655K | Buy |
+2,709
| New | +$655K | 0.01% | 322 |
|