Howe & Rusling’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 | $132K | Buy |
390
+304
| +353% | +$103K | 0.01% | 302 |
|
|
2025
Q1 | $26.4K | Hold |
86
| – | – | ﹤0.01% | 343 |
|
|
2024
Q4 | $27.7K | Hold |
86
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $27K | Sell |
86
-85
| -50% | -$26.7K | ﹤0.01% | 324 |
|
|
2024
Q2 | $50.9K | Hold |
171
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $49.3K | Sell |
171
-19
| -10% | -$5.47K | ﹤0.01% | 296 |
|
|
2023
Q4 | $49.8K | Sell |
190
-14
| -7% | -$3.67K | 0.01% | 278 |
|
|
2023
Q3 | $47.9K | Buy |
204
+14
| +7% | +$3.29K | 0.01% | 255 |
|
|
2023
Q2 | $46.3K | Hold |
190
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $42.8K | Buy |
+190
| New | +$42.8K | 0.01% | 249 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 926 |
|
|
2017
Q2 | – | Sell |
-236
| Closed | -$31K | – | 991 |
|
|
2017
Q1 | $31K | Buy |
236
+1
| +0.4% | +$131 | 0.01% | 317 |
|
|
2016
Q4 | $29K | Sell |
235
-42
| -15% | -$5.18K | 0.01% | 317 |
|
|
2016
Q3 | $33K | Hold |
277
| – | – | 0.01% | 303 |
|
|
2016
Q2 | $32K | Buy |
+277
| New | +$32K | 0.01% | 279 |
|
|
2016
Q1 | – | Sell |
-123
| Closed | -$14K | – | 1029 |
|
|
2015
Q4 | $14K | Hold |
123
| – | – | ﹤0.01% | 437 |
|
|
2015
Q3 | $13K | Buy |
+123
| New | +$13K | ﹤0.01% | 454 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$12K | – | 1085 |
|
|
2015
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 469 |
|
|
2014
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 492 |
|
|
2014
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2014
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 470 |
|