Institutional & Family Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Institutional & Family Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$173K	Sell	582 -32	-5%	-$9.52K	0.03%	151
2024 Q1	$177K	Sell	614 -40	-6%	-$11.5K	0.03%	147
2023 Q4	$172K	Sell	654 -103	-14%	-$27K	0.03%	149
2023 Q3	$178K	Hold	757	–	–	0.03%	146
2023 Q2	$185K	Hold	757	–	–	0.03%	149
2023 Q1	$170K	Sell	757 -169	-18%	-$38.1K	0.03%	147
2022 Q4	$195K	Hold	926	–	–	0.03%	140
2022 Q3	$183K	Sell	926 -230	-20%	-$45.5K	0.03%	139
2022 Q2	$240K	Hold	1,156	–	–	0.04%	125
2022 Q1	$289K	Hold	1,156	–	–	0.05%	132
2021 Q4	$306K	Hold	1,156	–	–	0.05%	136
2021 Q3	$279K	Sell	1,156 -2	-0.2%	-$483	0.04%	153
2021 Q2	$280K	Sell	1,158 -86	-7%	-$20.8K	0.05%	147
2021 Q1	$278K	Hold	1,244	–	–	0.05%	152
2020 Q4	$264K	Hold	1,244	–	–	0.06%	155
2020 Q3	$233K	Sell	1,244 -1,344	-52%	-$252K	0.05%	150
2020 Q2	$444K	Buy	2,588 +1,236	+91%	+$212K	0.09%	115
2020 Q1	$191K	Buy	1,352 +7	+0.5%	+$989	0.04%	149
2019 Q4	$240K	Buy	1,345 +7	+0.5%	+$1.25K	0.05%	150
2019 Q3	$220K	Buy	1,338 +6	+0.5%	+$987	0.05%	148
2019 Q2	$217K	Sell	1,332 -43	-3%	-$7.01K	0.05%	161
2019 Q1	$216K	Sell	1,375 -511	-27%	-$80.3K	0.05%	173
2018 Q4	$262K	Buy	1,886 +531	+39%	+$73.8K	0.06%	144
2018 Q3	$219K	Buy	1,355 +5	+0.4%	+$808	0.04%	179
2018 Q2	$205K	Hold	1,350	–	–	0.04%	179
2018 Q1	$198K	Buy	+1,350	New	+$198K	0.04%	169
2017 Q4	–	Sell	-1,463	Closed	-$205K	–	174
2017 Q3	$205K	Sell	1,463 -202	-12%	-$28.3K	0.04%	166
2017 Q2	$225K	Hold	1,665	–	–	0.06%	118
2017 Q1	$219K	Sell	1,665 -798	-32%	-$105K	0.07%	117
2016 Q4	$307K	Buy	2,463 +13	+0.5%	+$1.62K	0.1%	107
2016 Q3	$295K	Buy	2,450 +23	+0.9%	+$2.77K	0.1%	102
2016 Q2	$284K	Buy	2,427 +14	+0.6%	+$1.64K	0.1%	102
2016 Q1	$273K	Hold	2,413	–	–	0.1%	115
2015 Q4	$273K	Buy	+2,413	New	+$273K	0.1%	114