Hohimer Wealth Management’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 | $678K | Hold |
1,997
| – | – | 0.12% | 138 |
|
|
2025
Q1 | $613K | Hold |
1,997
| – | – | 0.12% | 141 |
|
|
2024
Q4 | $643K | Hold |
1,997
| – | – | 0.12% | 134 |
|
|
2024
Q3 | $628K | Hold |
1,997
| – | – | 0.14% | 132 |
|
|
2024
Q2 | $594K | Sell |
1,997
-50
| -2% | -$14.9K | 0.14% | 142 |
|
|
2024
Q1 | $590K | Sell |
2,047
-835
| -29% | -$241K | 0.14% | 149 |
|
|
2023
Q4 | $756K | Buy |
2,882
+590
| +26% | +$155K | 0.19% | 136 |
|
|
2023
Q3 | $538K | Sell |
2,292
-411
| -15% | -$96.5K | 0.15% | 139 |
|
|
2023
Q2 | $659K | Hold |
2,703
| – | – | 0.18% | 131 |
|
|
2023
Q1 | $609K | Hold |
2,703
| – | – | 0.18% | 139 |
|
|
2022
Q4 | $569K | Hold |
2,703
| – | – | 0.18% | 111 |
|
|
2022
Q3 | $533K | Hold |
2,703
| – | – | 0.17% | 134 |
|
|
2022
Q2 | $562K | Sell |
2,703
-87
| -3% | -$18.1K | 0.17% | 139 |
|
|
2022
Q1 | $698K | Hold |
2,790
| – | – | 0.14% | 136 |
|
|
2021
Q4 | $738K | Hold |
2,790
| – | – | 0.16% | 132 |
|
|
2021
Q3 | $674K | Buy |
2,790
+13
| +0.5% | +$3.14K | 0.14% | 134 |
|
|
2021
Q2 | $672K | Hold |
2,777
| – | – | 0.14% | 137 |
|
|
2021
Q1 | $622K | Hold |
2,777
| – | – | 0.15% | 132 |
|
|
2020
Q4 | $588K | Hold |
2,777
| – | – | 0.16% | 136 |
|
|
2020
Q3 | $533K | Hold |
2,777
| – | – | 0.15% | 139 |
|
|
2020
Q2 | $477K | Hold |
2,777
| – | – | 0.16% | 147 |
|
|
2020
Q1 | $439K | Sell |
2,777
-47
| -2% | -$7.43K | 0.19% | 148 |
|
|
2019
Q4 | $504K | Buy |
+2,824
| New | +$504K | 0.18% | 168 |
|