JIR
James Investment Research’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
7,334
-305
| -4% | -$104K | 0.3% | 86 |
|
|
2025
Q1 | $2.34M | Sell |
7,639
-300
| -4% | -$92K | 0.3% | 85 |
|
|
2024
Q4 | $2.56M | Sell |
7,939
-20
| -0.3% | -$6.44K | 0.3% | 86 |
|
|
2024
Q3 | $2.5M | Sell |
7,959
-150
| -2% | -$47.2K | 0.29% | 88 |
|
|
2024
Q2 | $2.41M | Hold |
8,109
| – | – | 0.29% | 89 |
|
|
2024
Q1 | $2.34M | Buy |
8,109
+174
| +2% | +$50.1K | 0.28% | 98 |
|
|
2023
Q4 | $2.08M | Sell |
7,935
-900
| -10% | -$236K | 0.26% | 99 |
|
|
2023
Q3 | $2.08M | Sell |
8,835
-447
| -5% | -$105K | 0.27% | 96 |
|
|
2023
Q2 | $2.26M | Sell |
9,282
-1,200
| -11% | -$292K | 0.29% | 90 |
|
|
2023
Q1 | $2.36M | Sell |
10,482
-100
| -0.9% | -$22.5K | 0.31% | 91 |
|
|
2022
Q4 | $2.23M | Sell |
10,582
-76
| -0.7% | -$16K | 0.31% | 87 |
|
|
2022
Q3 | $2.1M | Buy |
10,658
+631
| +6% | +$125K | 0.3% | 90 |
|
|
2022
Q2 | $2.08M | Sell |
10,027
-642
| -6% | -$133K | 0.28% | 90 |
|
|
2022
Q1 | $2.67M | Sell |
10,669
-621
| -6% | -$155K | 0.28% | 94 |
|
|
2021
Q4 | $2.99M | Sell |
11,290
-35
| -0.3% | -$9.25K | 0.27% | 96 |
|
|
2021
Q3 | $2.74M | Sell |
11,325
-1,225
| -10% | -$296K | 0.25% | 99 |
|
|
2021
Q2 | $3.04M | Sell |
12,550
-277
| -2% | -$67.1K | 0.26% | 101 |
|
|
2021
Q1 | $2.87M | Sell |
12,827
-7,121
| -36% | -$1.59M | 0.26% | 104 |
|
|
2020
Q4 | $4.23M | Sell |
19,948
-6,598
| -25% | -$1.4M | 0.38% | 82 |
|
|
2020
Q3 | $4.97M | Sell |
26,546
-5,301
| -17% | -$992K | 0.46% | 67 |
|
|
2020
Q2 | $5.47M | Sell |
31,847
-1,627
| -5% | -$279K | 0.51% | 65 |
|
|
2020
Q1 | $4.74M | Sell |
33,474
-10,001
| -23% | -$1.42M | 0.49% | 70 |
|
|
2019
Q4 | $7.76M | Sell |
43,475
-1,857
| -4% | -$331K | 0.54% | 64 |
|
|
2019
Q3 | $7.46M | Buy |
45,332
+2,064
| +5% | +$340K | 0.54% | 60 |
|
|
2019
Q2 | $7.04M | Sell |
43,268
-9,668
| -18% | -$1.57M | 0.51% | 61 |
|
|
2019
Q1 | $8.33M | Sell |
52,936
-11,192
| -17% | -$1.76M | 0.54% | 48 |
|
|
2018
Q4 | $8.89M | Buy |
64,128
+21,243
| +50% | +$2.95M | 0.55% | 43 |
|
|
2018
Q3 | $6.94M | Buy |
42,885
+18,107
| +73% | +$2.93M | 0.28% | 80 |
|
|
2018
Q2 | $3.77M | Buy |
24,778
+20,528
| +483% | +$3.12M | 0.14% | 142 |
|
|
2018
Q1 | $624K | Sell |
4,250
-3,870
| -48% | -$568K | 0.02% | 494 |
|
|
2017
Q4 | $1.21M | Sell |
8,120
-2,830
| -26% | -$421K | 0.04% | 455 |
|
|
2017
Q3 | $1.53M | Sell |
10,950
-38,106
| -78% | -$5.33M | 0.05% | 405 |
|
|
2017
Q2 | $6.64M | Sell |
49,056
-8,769
| -15% | -$1.19M | 0.21% | 110 |
|
|
2017
Q1 | $7.59M | Sell |
57,825
-4,601
| -7% | -$604K | 0.21% | 123 |
|
|
2016
Q4 | $7.77M | Buy |
+62,426
| New | +$7.77M | 0.2% | 141 |
|