HighTower Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169M | Buy |
497,173
+11,531
| +2% | +$3.92M | 0.21% | 109 |
|
|
2025
Q1 | $149M | Sell |
485,642
-745
| -0.2% | -$229K | 0.2% | 112 |
|
|
2024
Q4 | $157M | Buy |
486,387
+2,610
| +0.5% | +$841K | 0.21% | 105 |
|
|
2024
Q3 | $152M | Sell |
483,777
-2,445
| -0.5% | -$769K | 0.22% | 101 |
|
|
2024
Q2 | $145M | Sell |
486,222
-23,364
| -5% | -$6.95M | 0.22% | 95 |
|
|
2024
Q1 | $147M | Sell |
509,586
-22,207
| -4% | -$6.4M | 0.24% | 92 |
|
|
2023
Q4 | $139M | Sell |
531,793
-102,023
| -16% | -$26.8M | 0.23% | 92 |
|
|
2023
Q3 | $149M | Buy |
633,816
+188,926
| +42% | +$44.4M | 0.28% | 75 |
|
|
2023
Q2 | $108M | Sell |
444,890
-16,390
| -4% | -$3.99M | 0.21% | 99 |
|
|
2023
Q1 | $104M | Buy |
461,280
+35,169
| +8% | +$7.92M | 0.23% | 92 |
|
|
2022
Q4 | $89.7M | Buy |
426,111
+181
| +0% | +$38.1K | 0.21% | 112 |
|
|
2022
Q3 | $84.1M | Buy |
425,930
+27,532
| +7% | +$5.43M | 0.23% | 92 |
|
|
2022
Q2 | $82.8M | Buy |
398,398
+20,263
| +5% | +$4.21M | 0.21% | 99 |
|
|
2022
Q1 | $94.6M | Sell |
378,135
-66,508
| -15% | -$16.6M | 0.21% | 103 |
|
|
2021
Q4 | $118M | Buy |
444,643
+42,042
| +10% | +$11.1M | 0.26% | 87 |
|
|
2021
Q3 | $97.3M | Buy |
402,601
+48,962
| +14% | +$11.8M | 0.26% | 86 |
|
|
2021
Q2 | $85.6M | Sell |
353,639
-20,636
| -6% | -$5M | 0.25% | 93 |
|
|
2021
Q1 | $83.8M | Sell |
374,275
-14,415
| -4% | -$3.23M | 0.26% | 89 |
|
|
2020
Q4 | $82.3M | Buy |
388,690
+14,065
| +4% | +$2.98M | 0.34% | 62 |
|
|
2020
Q3 | $70.1M | Sell |
374,625
-22,340
| -6% | -$4.18M | 0.34% | 64 |
|
|
2020
Q2 | $68.2M | Buy |
396,965
+13,530
| +4% | +$2.32M | 0.37% | 52 |
|
|
2020
Q1 | $54.3M | Sell |
383,435
-9,960
| -3% | -$1.41M | 0.35% | 61 |
|
|
2019
Q4 | $70.2M | Buy |
393,395
+232,868
| +145% | +$41.5M | 0.41% | 50 |
|
|
2019
Q3 | $26.4M | Sell |
160,527
-30,110
| -16% | -$4.95M | 0.14% | 152 |
|
|
2019
Q2 | $31M | Sell |
190,637
-15,893
| -8% | -$2.59M | 0.18% | 118 |
|
|
2019
Q1 | $32.5M | Sell |
206,530
-90,476
| -30% | -$14.2M | 0.22% | 98 |
|
|
2018
Q4 | $41.2M | Buy |
297,006
+165,843
| +126% | +$23M | 0.32% | 61 |
|
|
2018
Q3 | $21.2M | Sell |
131,163
-15,258
| -10% | -$2.47M | 0.15% | 145 |
|
|
2018
Q2 | $22.3M | Sell |
146,421
-26,239
| -15% | -$3.99M | 0.17% | 123 |
|
|
2018
Q1 | $25.4M | Buy |
172,660
+27,412
| +19% | +$4.03M | 0.21% | 103 |
|
|
2017
Q4 | $21.6M | Buy |
145,248
+1,063
| +0.7% | +$158K | 0.18% | 122 |
|
|
2017
Q3 | $20.2M | Buy |
144,185
+45,510
| +46% | +$6.37M | 0.17% | 125 |
|
|
2017
Q2 | $13.3M | Sell |
98,675
-54,230
| -35% | -$7.34M | 0.12% | 182 |
|
|
2017
Q1 | $20.1M | Buy |
152,905
+43,871
| +40% | +$5.76M | 0.19% | 112 |
|
|
2016
Q4 | $13.6M | Sell |
109,034
-8,757
| -7% | -$1.09M | 0.15% | 147 |
|
|
2016
Q3 | $14.2M | Sell |
117,791
-24,968
| -17% | -$3.01M | 0.16% | 132 |
|
|
2016
Q2 | $16.7M | Sell |
142,759
-239,620
| -63% | -$28M | 0.21% | 103 |
|
|
2016
Q1 | $43.6M | Buy |
382,379
+123,293
| +48% | +$14.1M | 0.14% | 32 |
|
|
2015
Q4 | $29.4M | Buy |
259,086
+97,552
| +60% | +$11.1M | 0.35% | 58 |
|
|
2015
Q3 | $17.3M | Buy |
161,534
+17,267
| +12% | +$1.85M | 0.23% | 97 |
|
|
2015
Q2 | $18.7M | Buy |
144,267
+42,929
| +42% | +$5.56M | 0.3% | 72 |
|
|
2015
Q1 | $11.7M | Buy |
101,338
+39,652
| +64% | +$4.59M | 0.17% | 134 |
|
|
2014
Q4 | $7.07M | Sell |
61,686
-32,380
| -34% | -$3.71M | 0.11% | 215 |
|
|
2014
Q3 | $10.3M | Buy |
94,066
+59,299
| +171% | +$6.52M | 0.17% | 132 |
|
|
2014
Q2 | $3.83M | Sell |
34,767
-30,483
| -47% | -$3.36M | 0.07% | 327 |
|
|
2014
Q1 | $6.85M | Buy |
65,250
+5,278
| +9% | +$554K | 0.13% | 176 |
|
|
2013
Q4 | $6.19M | Buy |
59,972
+24,055
| +67% | +$2.48M | 0.13% | 196 |
|
|
2013
Q3 | $3.38M | Buy |
35,917
+25,602
| +248% | +$2.41M | 0.08% | 258 |
|
|
2013
Q2 | $928K | Buy |
+10,315
| New | +$928K | 0.03% | 623 |
|