Joel Isaacson & Co’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 | $2.43M | Buy |
7,153
+5
| +0.1% | +$1.7K | 0.1% | 94 |
|
|
2025
Q1 | $2.19M | Buy |
7,148
+5
| +0.1% | +$1.53K | 0.1% | 95 |
|
|
2024
Q4 | $2.3M | Buy |
7,143
+1,656
| +30% | +$534K | 0.1% | 91 |
|
|
2024
Q3 | $1.73M | Buy |
5,487
+6
| +0.1% | +$1.89K | 0.08% | 105 |
|
|
2024
Q2 | $1.63M | Buy |
5,481
+5
| +0.1% | +$1.49K | 0.09% | 104 |
|
|
2024
Q1 | $1.58M | Sell |
5,476
-85
| -2% | -$24.5K | 0.09% | 103 |
|
|
2023
Q4 | $1.46M | Sell |
5,561
-74
| -1% | -$19.4K | 0.09% | 100 |
|
|
2023
Q3 | $1.32M | Buy |
5,635
+204
| +4% | +$47.9K | 0.09% | 93 |
|
|
2023
Q2 | $1.32M | Buy |
5,431
+5
| +0.1% | +$1.22K | 0.09% | 100 |
|
|
2023
Q1 | $1.22M | Buy |
5,426
+998
| +23% | +$225K | 0.09% | 100 |
|
|
2022
Q4 | $932K | Buy |
4,428
+17
| +0.4% | +$3.58K | 0.07% | 119 |
|
|
2022
Q3 | $870K | Sell |
4,411
-987
| -18% | -$195K | 0.08% | 115 |
|
|
2022
Q2 | $1.12M | Buy |
5,398
+6
| +0.1% | +$1.25K | 0.09% | 91 |
|
|
2022
Q1 | $1.31M | Sell |
5,392
-99
| -2% | -$24K | 0.1% | 94 |
|
|
2021
Q4 | $1.45M | Buy |
5,491
+13
| +0.2% | +$3.44K | 0.1% | 92 |
|
|
2021
Q3 | $1.32M | Sell |
5,478
-208
| -4% | -$50.3K | 0.1% | 92 |
|
|
2021
Q2 | $1.38M | Buy |
5,686
+3,059
| +116% | +$740K | 0.11% | 82 |
|
|
2021
Q1 | $588K | Hold |
2,627
| – | – | 0.05% | 145 |
|
|
2020
Q4 | $557K | Hold |
2,627
| – | – | 0.05% | 139 |
|
|
2020
Q3 | $492K | Hold |
2,627
| – | – | 0.06% | 128 |
|
|
2020
Q2 | $451K | Sell |
2,627
-425
| -14% | -$73K | 0.06% | 123 |
|
|
2020
Q1 | $432K | Buy |
3,052
+425
| +16% | +$60.2K | 0.08% | 115 |
|
|
2019
Q4 | $469K | Hold |
2,627
| – | – | 0.06% | 134 |
|
|
2019
Q3 | $432K | Hold |
2,627
| – | – | 0.06% | 136 |
|
|
2019
Q2 | $428K | Sell |
2,627
-125
| -5% | -$20.4K | 0.06% | 137 |
|
|
2019
Q1 | $433K | Hold |
2,752
| – | – | 0.06% | 148 |
|
|
2018
Q4 | $396K | Hold |
2,752
| – | – | 0.06% | 153 |
|
|
2018
Q3 | $445K | Hold |
2,752
| – | – | 0.07% | 130 |
|
|
2018
Q2 | $418K | Buy |
2,752
+185
| +7% | +$28.1K | 0.07% | 135 |
|
|
2018
Q1 | $377K | Sell |
2,567
-100
| -4% | -$14.7K | 0.07% | 138 |
|
|
2017
Q4 | $396K | Hold |
2,667
| – | – | 0.07% | 132 |
|
|
2017
Q3 | $373K | Hold |
2,667
| – | – | 0.07% | 128 |
|
|
2017
Q2 | $361K | Hold |
2,667
| – | – | 0.07% | 122 |
|
|
2017
Q1 | $350K | Hold |
2,667
| – | – | 0.07% | 123 |
|
|
2016
Q4 | $332K | Hold |
2,667
| – | – | 0.07% | 116 |
|
|
2016
Q3 | $321K | Hold |
2,667
| – | – | 0.07% | 125 |
|
|
2016
Q2 | $312K | Hold |
2,667
| – | – | 0.07% | 131 |
|
|
2016
Q1 | $304K | Hold |
2,667
| – | – | 0.07% | 138 |
|
|
2015
Q4 | $302K | Hold |
2,667
| – | – | 0.07% | 126 |
|
|
2015
Q3 | $286K | Buy |
2,667
+1,440
| +117% | +$154K | 0.08% | 117 |
|
|
2015
Q2 | $142K | Hold |
1,227
| – | – | 0.04% | 209 |
|
|
2015
Q1 | $142K | Hold |
1,227
| – | – | 0.04% | 208 |
|
|
2014
Q4 | $141K | Buy |
1,227
+303
| +33% | +$34.8K | 0.04% | 194 |
|
|
2014
Q3 | $102K | Hold |
924
| – | – | 0.03% | 205 |
|
|
2014
Q2 | $102K | Hold |
924
| – | – | 0.03% | 202 |
|
|
2014
Q1 | $97K | Hold |
924
| – | – | 0.03% | 203 |
|
|
2013
Q4 | $95K | Hold |
924
| – | – | 0.03% | 193 |
|
|
2013
Q3 | $87K | Hold |
924
| – | – | 0.04% | 194 |
|
|
2013
Q2 | $83K | Buy |
+924
| New | +$83K | 0.04% | 168 |
|