HUB Investment Partners’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 | $2.27M | Sell |
6,684
-138
| -2% | -$46.9K | 0.08% | 169 |
|
|
2025
Q1 | $2.09M | Buy |
6,822
+65
| +1% | +$19.9K | 0.08% | 157 |
|
|
2024
Q4 | $2.18M | Sell |
6,757
-300
| -4% | -$96.6K | 0.09% | 148 |
|
|
2024
Q3 | $2.22M | Sell |
7,057
-16
| -0.2% | -$5.03K | 0.1% | 147 |
|
|
2024
Q2 | $2.1M | Hold |
7,073
| – | – | 0.08% | 146 |
|
|
2024
Q1 | $2.04M | Buy |
7,073
+199
| +3% | +$57.3K | 0.11% | 139 |
|
|
2023
Q4 | $1.8M | Buy |
6,874
+5,974
| +664% | +$1.57M | 0.12% | 131 |
|
|
2023
Q3 | $211K | Buy |
+900
| New | +$211K | 0.03% | 232 |
|
|
2023
Q2 | – | Sell |
-981
| Closed | -$221K | – | 247 |
|
|
2023
Q1 | $221K | Hold |
981
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $207K | Buy |
+981
| New | +$207K | 0.05% | 108 |
|
|
2022
Q1 | – | Sell |
-2,226
| Closed | -$589K | – | 187 |
|
|
2021
Q4 | $589K | Buy |
+2,226
| New | +$589K | 0.14% | 111 |
|