IFP Advisors’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 | $2.69M | Sell |
7,914
-276
| -3% | -$93.7K | 0.08% | 287 |
|
|
2025
Q1 | $2.51M | Sell |
8,190
-395
| -5% | -$121K | 0.08% | 305 |
|
|
2024
Q4 | $2.77M | Buy |
8,585
+281
| +3% | +$90.5K | 0.09% | 254 |
|
|
2024
Q3 | $2.61M | Buy |
8,304
+994
| +14% | +$312K | 0.09% | 240 |
|
|
2024
Q2 | $2.17M | Buy |
7,310
+1,173
| +19% | +$349K | 0.09% | 246 |
|
|
2024
Q1 | $1.77M | Hold |
6,137
| – | – | 0.08% | 275 |
|
|
2023
Q4 | $1.61M | Buy |
6,137
+59
| +1% | +$15.5K | 0.08% | 286 |
|
|
2023
Q3 | $1.43M | Buy |
6,078
+1,169
| +24% | +$275K | 0.06% | 308 |
|
|
2023
Q2 | $1.2M | Sell |
4,909
-2,028
| -29% | -$494K | 0.05% | 382 |
|
|
2023
Q1 | $1.06M | Sell |
6,937
-1,387
| -17% | -$212K | 0.05% | 380 |
|
|
2022
Q4 | $1.27M | Buy |
8,324
+568
| +7% | +$86.9K | 0.03% | 526 |
|
|
2022
Q3 | $1.19M | Buy |
7,756
+1,420
| +22% | +$217K | 0.03% | 582 |
|
|
2022
Q2 | $969K | Hold |
6,336
| – | – | 0.03% | 595 |
|
|
2022
Q1 | $969K | Buy |
6,336
+1,477
| +30% | +$226K | 0.03% | 595 |
|
|
2021
Q4 | $1.29M | Sell |
4,859
-137
| -3% | -$36.3K | 0.03% | 343 |
|
|
2021
Q3 | $1.21M | Buy |
4,996
+80
| +2% | +$19.3K | 0.02% | 345 |
|
|
2021
Q2 | $1.19M | Sell |
4,916
-528
| -10% | -$128K | 0.02% | 341 |
|
|
2021
Q1 | $1.22M | Buy |
5,444
+474
| +10% | +$106K | 0.02% | 331 |
|
|
2020
Q4 | $1.05M | Sell |
4,970
-1,356
| -21% | -$287K | 0.04% | 334 |
|
|
2020
Q3 | $1.18M | Sell |
6,326
-463
| -7% | -$86.5K | 0.07% | 261 |
|
|
2020
Q2 | $1.15M | Buy |
6,789
+321
| +5% | +$54.3K | 0.09% | 222 |
|
|
2020
Q1 | $932K | Buy |
6,468
+44
| +0.7% | +$6.34K | 0.09% | 221 |
|
|
2019
Q4 | $1.15M | Buy |
6,424
+1,476
| +30% | +$264K | 0.09% | 246 |
|
|
2019
Q3 | $809K | Buy |
+4,948
| New | +$809K | 0.05% | 357 |
|
|
2019
Q1 | $795K | Sell |
5,035
-2,954
| -37% | -$466K | 0.11% | 197 |
|
|
2018
Q4 | $1.1M | Sell |
7,989
-860
| -10% | -$118K | 0.07% | 326 |
|
|
2018
Q3 | $1.43M | Buy |
8,849
+865
| +11% | +$140K | 0.06% | 334 |
|
|
2018
Q2 | $1.21M | Buy |
7,984
+736
| +10% | +$112K | 0.05% | 363 |
|
|
2018
Q1 | $1.08M | Hold |
7,248
| – | – | 0.05% | 367 |
|
|
2017
Q4 | $1.08M | Sell |
7,248
-1,745
| -19% | -$259K | 0.05% | 365 |
|
|
2017
Q3 | $1.26M | Buy |
8,993
+433
| +5% | +$60.6K | 0.05% | 372 |
|
|
2017
Q2 | $1.16M | Buy |
8,560
+1,648
| +24% | +$223K | 0.05% | 390 |
|
|
2017
Q1 | $907K | Sell |
6,912
-4,492
| -39% | -$589K | 0.04% | 448 |
|
|
2016
Q4 | $1.42M | Buy |
11,404
+1,772
| +18% | +$220K | 0.07% | 305 |
|
|
2016
Q3 | $1.16M | Sell |
9,632
-2,432
| -20% | -$293K | 0.06% | 323 |
|
|
2016
Q2 | $1.41M | Buy |
12,064
+7,029
| +140% | +$822K | 0.08% | 276 |
|
|
2016
Q1 | $795K | Sell |
5,035
-6,917
| -58% | -$1.09M | 0.11% | 197 |
|
|
2015
Q4 | $1.35M | Buy |
+11,952
| New | +$1.35M | 0.09% | 241 |
|