Intrua Financial’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 | $4.09M | Sell |
12,035
-1,254
| -9% | -$426K | 0.55% | 31 |
|
|
2025
Q1 | $4.08M | Sell |
13,289
-679
| -5% | -$208K | 0.59% | 34 |
|
|
2024
Q4 | $4.5M | Sell |
13,968
-1,266
| -8% | -$408K | 0.69% | 30 |
|
|
2024
Q3 | $4.79M | Buy |
15,234
+122
| +0.8% | +$38.4K | 0.71% | 25 |
|
|
2024
Q2 | $4.5M | Sell |
15,112
-1,831
| -11% | -$545K | 0.67% | 30 |
|
|
2024
Q1 | $4.88M | Sell |
16,943
-1,256
| -7% | -$362K | 0.7% | 25 |
|
|
2023
Q4 | $4.77M | Sell |
18,199
-2,723
| -13% | -$714K | 0.7% | 29 |
|
|
2023
Q3 | $4.91M | Sell |
20,922
-865
| -4% | -$203K | 0.83% | 24 |
|
|
2023
Q2 | $5.31M | Sell |
21,787
-524
| -2% | -$128K | 0.9% | 27 |
|
|
2023
Q1 | $5.03M | Sell |
22,311
-5,190
| -19% | -$1.17M | 1.04% | 23 |
|
|
2022
Q4 | $5.89M | Sell |
27,501
-1,960
| -7% | -$420K | 1.36% | 13 |
|
|
2022
Q3 | $5.81M | Sell |
29,461
-1,439
| -5% | -$284K | 1.55% | 11 |
|
|
2022
Q2 | $6.42M | Sell |
30,900
-780
| -2% | -$162K | 1.37% | 13 |
|
|
2022
Q1 | $7.92M | Sell |
31,680
-2,031
| -6% | -$508K | 1.42% | 12 |
|
|
2021
Q4 | $8.91M | Buy |
33,711
+247
| +0.7% | +$65.3K | 1.56% | 11 |
|
|
2021
Q3 | $8.55M | Hold |
33,464
| – | – | 1.58% | 12 |
|
|
2021
Q2 | $8.36M | Buy |
33,464
+1,459
| +5% | +$365K | 2% | 11 |
|
|
2021
Q1 | $7.57M | Buy |
+32,005
| New | +$7.57M | 1.92% | 10 |
|