HFG Advisors’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 | $3.84M | Sell |
11,307
-77
| -0.7% | -$26.1K | 3.04% | 8 |
|
|
2025
Q1 | $3.49M | Sell |
11,384
-419
| -4% | -$129K | 2.98% | 8 |
|
|
2024
Q4 | $3.8M | Sell |
11,803
-167
| -1% | -$53.8K | 3.32% | 7 |
|
|
2024
Q3 | $3.76M | Buy |
11,970
+103
| +0.9% | +$32.4K | 3.33% | 7 |
|
|
2024
Q2 | $3.53M | Sell |
11,867
-151
| -1% | -$44.9K | 3.3% | 7 |
|
|
2024
Q1 | $3.46M | Sell |
12,018
-5,754
| -32% | -$1.66M | 3.07% | 7 |
|
|
2023
Q4 | $4.66M | Buy |
17,772
+259
| +1% | +$67.9K | 4.49% | 4 |
|
|
2023
Q3 | $4.11M | Buy |
17,513
+162
| +0.9% | +$38.1K | 4.5% | 3 |
|
|
2023
Q2 | $4.23M | Sell |
17,351
-346
| -2% | -$84.3K | 4.47% | 3 |
|
|
2023
Q1 | $3.99M | Buy |
17,697
+332
| +2% | +$74.8K | 4.54% | 5 |
|
|
2022
Q4 | $3.66M | Buy |
17,365
+2,228
| +15% | +$469K | 4.3% | 5 |
|
|
2022
Q3 | $2.99M | Buy |
15,137
+723
| +5% | +$143K | 4.15% | 5 |
|
|
2022
Q2 | $3M | Buy |
14,414
+123
| +0.9% | +$25.6K | 4.04% | 4 |
|
|
2022
Q1 | $3.57M | Buy |
14,291
+983
| +7% | +$246K | 4.08% | 4 |
|
|
2021
Q4 | $3.52M | Buy |
+13,308
| New | +$3.52M | 3.96% | 4 |
|