IAN
Integrated Advisors Network’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71M | Buy |
25,657
+145
| +0.6% | +$49.2K | 0.39% | 56 |
|
|
2025
Q1 | $7.83M | Buy |
25,512
+2,171
| +9% | +$666K | 0.39% | 60 |
|
|
2024
Q4 | $7.52M | Buy |
23,341
+125
| +0.5% | +$40.3K | 0.36% | 64 |
|
|
2024
Q3 | $7.3M | Sell |
23,216
-2,622
| -10% | -$824K | 0.35% | 70 |
|
|
2024
Q2 | $7.69M | Sell |
25,838
-2,749
| -10% | -$818K | 0.39% | 52 |
|
|
2024
Q1 | $8.23M | Buy |
28,587
+1,877
| +7% | +$541K | 0.42% | 56 |
|
|
2023
Q4 | $7.01M | Buy |
26,710
+3,304
| +14% | +$867K | 0.4% | 65 |
|
|
2023
Q3 | $5.5M | Sell |
23,406
-2,417
| -9% | -$568K | 0.34% | 74 |
|
|
2023
Q2 | $6.29M | Sell |
25,823
-428
| -2% | -$104K | 0.36% | 62 |
|
|
2023
Q1 | $5.91M | Buy |
26,251
+1,285
| +5% | +$289K | 0.36% | 72 |
|
|
2022
Q4 | $5.26M | Sell |
24,966
-612
| -2% | -$129K | 0.34% | 84 |
|
|
2022
Q3 | $5.05M | Sell |
25,578
-979
| -4% | -$193K | 0.34% | 71 |
|
|
2022
Q2 | $5.52M | Buy |
26,557
+440
| +2% | +$91.4K | 0.36% | 69 |
|
|
2022
Q1 | $6.53M | Buy |
26,117
+1,627
| +7% | +$407K | 0.38% | 59 |
|
|
2021
Q4 | $6.48M | Buy |
24,490
+386
| +2% | +$102K | 0.38% | 58 |
|
|
2021
Q3 | $5.83M | Sell |
24,104
-35,842
| -60% | -$8.66M | 0.39% | 51 |
|
|
2021
Q2 | $14.5M | Buy |
59,946
+46,931
| +361% | +$11.4M | 1.07% | 14 |
|
|
2021
Q1 | $2.91M | Buy |
13,015
+1,381
| +12% | +$309K | 0.27% | 112 |
|
|
2020
Q4 | $2.47M | Buy |
11,634
+831
| +8% | +$176K | 0.27% | 105 |
|
|
2020
Q3 | $2.02M | Buy |
10,803
+636
| +6% | +$119K | 0.26% | 109 |
|
|
2020
Q2 | $1.75M | Sell |
10,167
-392
| -4% | -$67.3K | 0.2% | 132 |
|
|
2020
Q1 | $1.49M | Sell |
10,559
-1,934
| -15% | -$274K | 0.29% | 100 |
|
|
2019
Q4 | $2.23M | Buy |
+12,493
| New | +$2.23M | 0.3% | 108 |
|