IA
IFG 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 | $1.48M | Sell |
4,366
-203
| -4% | -$68.9K | 0.25% | 46 |
|
|
2025
Q1 | $1.4M | Sell |
4,569
-9,934
| -68% | -$3.05M | 0.27% | 44 |
|
|
2024
Q4 | $4.67M | Buy |
14,503
+50
| +0.3% | +$16.1K | 0.93% | 22 |
|
|
2024
Q3 | $4.54M | Buy |
14,453
+351
| +2% | +$110K | 0.97% | 21 |
|
|
2024
Q2 | $4.2M | Buy |
14,102
+2,198
| +18% | +$654K | 0.99% | 19 |
|
|
2024
Q1 | $3.43M | Buy |
11,904
+2,229
| +23% | +$642K | 0.89% | 21 |
|
|
2023
Q4 | $2.54M | Buy |
9,675
+2,306
| +31% | +$605K | 0.74% | 22 |
|
|
2023
Q3 | $1.73M | Buy |
7,369
+1,527
| +26% | +$359K | 0.62% | 25 |
|
|
2023
Q2 | $1.42M | Buy |
5,842
+145
| +3% | +$35.3K | 0.51% | 29 |
|
|
2023
Q1 | $1.28M | Buy |
5,697
+140
| +3% | +$31.5K | 0.51% | 28 |
|
|
2022
Q4 | $1.17M | Buy |
5,557
+1,957
| +54% | +$412K | 0.51% | 27 |
|
|
2022
Q3 | $710K | Buy |
3,600
+1,873
| +108% | +$369K | 0.36% | 39 |
|
|
2022
Q2 | $359K | Buy |
1,727
+31
| +2% | +$6.44K | 0.18% | 70 |
|
|
2022
Q1 | $424K | Buy |
1,696
+357
| +27% | +$89.3K | 0.19% | 75 |
|
|
2021
Q4 | $354K | Buy |
1,339
+9
| +0.7% | +$2.38K | 0.15% | 78 |
|
|
2021
Q3 | $321K | Sell |
1,330
-101
| -7% | -$24.4K | 0.15% | 79 |
|
|
2021
Q2 | $346K | Sell |
1,431
-84
| -6% | -$20.3K | 0.16% | 77 |
|
|
2021
Q1 | $339K | Hold |
1,515
| – | – | 0.19% | 66 |
|
|
2020
Q4 | $321K | Buy |
1,515
+6
| +0.4% | +$1.27K | 0.2% | 62 |
|
|
2020
Q3 | $282K | Buy |
1,509
+6
| +0.4% | +$1.12K | 0.2% | 68 |
|
|
2020
Q2 | $258K | Buy |
1,503
+13
| +0.9% | +$2.23K | 0.2% | 67 |
|
|
2020
Q1 | $211K | Buy |
+1,490
| New | +$211K | 0.21% | 77 |
|