IFS 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 | $727K | Sell |
2,141
-18
| -0.8% | -$6.11K | 0.55% | 10 |
|
|
2025
Q1 | $662K | Sell |
2,159
-65
| -3% | -$19.9K | 0.54% | 9 |
|
|
2024
Q4 | $716K | Sell |
2,224
-76
| -3% | -$24.5K | 0.56% | 9 |
|
|
2024
Q3 | $723K | Hold |
2,300
| – | – | 0.57% | 9 |
|
|
2024
Q2 | $684K | Hold |
2,300
| – | – | 0.58% | 9 |
|
|
2024
Q1 | $662K | Hold |
2,300
| – | – | 0.58% | 9 |
|
|
2023
Q4 | $603K | Hold |
2,300
| – | – | 0.72% | 8 |
|
|
2023
Q3 | $540K | Sell |
2,300
-900
| -28% | -$211K | 1.01% | 8 |
|
|
2023
Q2 | $780K | Sell |
3,200
-31
| -1% | -$7.56K | 1.93% | 4 |
|
|
2023
Q1 | $728K | Sell |
3,231
-31
| -1% | -$6.98K | 2.97% | 3 |
|
|
2022
Q4 | $687K | Buy |
3,262
+62
| +2% | +$13.1K | 1.19% | 6 |
|
|
2022
Q3 | $631K | Hold |
3,200
| – | – | 1.16% | 6 |
|
|
2022
Q2 | $664K | Hold |
3,200
| – | – | 1.77% | 4 |
|
|
2022
Q1 | $800K | Hold |
3,200
| – | – | 0.75% | 9 |
|
|
2021
Q4 | $846K | Hold |
3,200
| – | – | 0.59% | 17 |
|
|
2021
Q3 | $773K | Sell |
3,200
-101
| -3% | -$24.4K | 0.5% | 18 |
|
|
2021
Q2 | $799K | Hold |
3,301
| – | – | 0.54% | 20 |
|
|
2021
Q1 | $738K | Sell |
3,301
-204
| -6% | -$45.6K | 0.58% | 17 |
|
|
2020
Q4 | $742K | Buy |
+3,505
| New | +$742K | 0.57% | 14 |
|