IAA
Independent Advisor Alliance’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,936
| Closed | -$9M | – | 1103 |
|
|
2024
Q4 | $9M | Buy |
+27,936
| New | +$9M | 0.12% | 179 |
|
|
2024
Q3 | – | Sell |
-952
| Closed | -$283K | – | 735 |
|
|
2024
Q2 | $283K | Hold |
952
| – | – | 0.01% | 584 |
|
|
2024
Q1 | $274K | Hold |
952
| – | – | 0.01% | 591 |
|
|
2023
Q4 | $250K | Hold |
952
| – | – | 0.01% | 591 |
|
|
2023
Q3 | $224K | Hold |
952
| – | – | 0.01% | 588 |
|
|
2023
Q2 | $232K | Hold |
952
| – | – | 0.01% | 581 |
|
|
2023
Q1 | $214K | Hold |
952
| – | – | 0.01% | 600 |
|
|
2022
Q4 | $200K | Buy |
+952
| New | +$200K | 0.07% | 146 |
|
|
2020
Q2 | – | Sell |
-1,620
| Closed | -$229K | – | 505 |
|
|
2020
Q1 | $229K | Sell |
1,620
-103,306
| -98% | -$14.6M | 0.03% | 332 |
|
|
2019
Q4 | $18.7M | Buy |
+104,926
| New | +$18.7M | 0.82% | 19 |
|
|
2017
Q2 | – | Sell |
-13,237
| Closed | -$1.73M | – | 318 |
|
|
2017
Q1 | $1.73M | Buy |
+13,237
| New | +$1.73M | 0.27% | 106 |
|