Greenwood Gearhart’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 | $568K | Hold |
1,673
| – | – | 0.04% | 79 |
|
|
2025
Q1 | $513K | Hold |
1,673
| – | – | 0.04% | 79 |
|
|
2024
Q4 | $539K | Sell |
1,673
-60
| -3% | -$19.3K | 0.04% | 89 |
|
|
2024
Q3 | $545K | Hold |
1,733
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $516K | Hold |
1,733
| – | – | 0.05% | 75 |
|
|
2024
Q1 | $499K | Hold |
1,733
| – | – | 0.05% | 74 |
|
|
2023
Q4 | $454K | Hold |
1,733
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $407K | Hold |
1,733
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $422K | Buy |
1,733
+60
| +4% | +$14.6K | 0.05% | 76 |
|
|
2023
Q1 | $377K | Hold |
1,673
| – | – | 0.05% | 74 |
|
|
2022
Q4 | $352K | Hold |
1,673
| – | – | 0.05% | 79 |
|
|
2022
Q3 | $330K | Hold |
1,673
| – | – | 0.05% | 75 |
|
|
2022
Q2 | $348K | Hold |
1,673
| – | – | 0.06% | 76 |
|
|
2022
Q1 | $418K | Hold |
1,673
| – | – | 0.06% | 75 |
|
|
2021
Q4 | $442K | Hold |
1,673
| – | – | 0.06% | 73 |
|
|
2021
Q3 | $404K | Hold |
1,673
| – | – | 0.06% | 70 |
|
|
2021
Q2 | $405K | Hold |
1,673
| – | – | 0.07% | 65 |
|
|
2021
Q1 | $374K | Sell |
1,673
-18
| -1% | -$4.02K | 0.07% | 68 |
|
|
2020
Q4 | $358K | Buy |
1,691
+368
| +28% | +$77.9K | 0.07% | 67 |
|
|
2020
Q3 | $248K | Hold |
1,323
| – | – | 0.06% | 64 |
|
|
2020
Q2 | $227K | Buy |
+1,323
| New | +$227K | 0.06% | 60 |
|
|
2020
Q1 | – | Sell |
-1,323
| Closed | -$236K | – | 69 |
|
|
2019
Q4 | $236K | Hold |
1,323
| – | – | 0.06% | 65 |
|
|
2019
Q3 | $218K | Hold |
1,323
| – | – | 0.06% | 66 |
|
|
2019
Q2 | $215K | Sell |
1,323
-1,698
| -56% | -$276K | 0.06% | 68 |
|
|
2019
Q1 | $475K | Hold |
3,021
| – | – | 0.14% | 61 |
|
|
2018
Q4 | $419K | Sell |
3,021
-59
| -2% | -$8.18K | 0.14% | 60 |
|
|
2018
Q3 | $498K | Sell |
3,080
-5
| -0.2% | -$808 | 0.14% | 61 |
|
|
2018
Q2 | $469K | Sell |
3,085
-536
| -15% | -$81.5K | 0.14% | 61 |
|
|
2018
Q1 | $532K | Sell |
3,621
-5
| -0.1% | -$735 | 0.16% | 58 |
|
|
2017
Q4 | $539K | Buy |
+3,626
| New | +$539K | 0.17% | 55 |
|