Howland Capital 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 | $212K | Buy |
+623
| New | +$212K | 0.01% | 265 |
|
|
2025
Q1 | – | Sell |
-623
| Closed | -$201K | – | 273 |
|
|
2024
Q4 | $201K | Sell |
623
-118
| -16% | -$38K | 0.01% | 281 |
|
|
2024
Q3 | $233K | Hold |
741
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $220K | Sell |
741
-118
| -14% | -$35.1K | 0.01% | 259 |
|
|
2024
Q1 | $247K | Hold |
859
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $225K | Buy |
+859
| New | +$225K | 0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-905
| Closed | -$204K | – | 265 |
|
|
2023
Q1 | $204K | Buy |
+905
| New | +$204K | 0.01% | 258 |
|
|
2022
Q2 | – | Sell |
-905
| Closed | -$226K | – | 256 |
|
|
2022
Q1 | $226K | Hold |
905
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $239K | Hold |
905
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $219K | Hold |
905
| – | – | 0.01% | 223 |
|
|
2021
Q2 | $219K | Hold |
905
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $203K | Buy |
+905
| New | +$203K | 0.01% | 230 |
|
|
2015
Q3 | – | Sell |
-2,499
| Closed | -$290K | – | 195 |
|
|
2015
Q2 | $290K | Hold |
2,499
| – | – | 0.03% | 167 |
|
|
2015
Q1 | $290K | Hold |
2,499
| – | – | 0.03% | 166 |
|
|
2014
Q4 | $286K | Hold |
2,499
| – | – | 0.03% | 169 |
|
|
2014
Q3 | $275K | Hold |
2,499
| – | – | 0.03% | 169 |
|
|
2014
Q2 | $275K | Buy |
2,499
+5
| +0.2% | +$550 | 0.03% | 168 |
|
|
2014
Q1 | $261K | Buy |
2,494
+20
| +0.8% | +$2.09K | 0.03% | 165 |
|
|
2013
Q4 | $255K | Hold |
2,474
| – | – | 0.03% | 165 |
|
|
2013
Q3 | $233K | Buy |
+2,474
| New | +$233K | 0.03% | 165 |
|