JBA
Johnson Bixby & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
4,633
-922
| -17% | -$179K | 0.12% | 50 |
|
|
2025
Q1 | $1.05M | Sell |
5,555
-226
| -4% | -$42.5K | 0.16% | 47 |
|
|
2024
Q4 | $1.07M | Sell |
5,781
-1,037
| -15% | -$192K | 0.16% | 47 |
|
|
2024
Q3 | $1.29M | Sell |
6,818
-777
| -10% | -$147K | 0.2% | 42 |
|
|
2024
Q2 | $1.33M | Sell |
7,595
-1,821
| -19% | -$318K | 0.22% | 39 |
|
|
2024
Q1 | $1.69M | Sell |
9,416
-3,567
| -27% | -$639K | 0.29% | 34 |
|
|
2023
Q4 | $2.15M | Sell |
12,983
-5,392
| -29% | -$891K | 0.41% | 33 |
|
|
2023
Q3 | $2.79M | Sell |
18,375
-2,899
| -14% | -$440K | 0.58% | 26 |
|
|
2023
Q2 | $3.36M | Sell |
21,274
-14,342
| -40% | -$2.26M | 0.7% | 24 |
|
|
2023
Q1 | $5.42M | Sell |
35,616
-117,390
| -77% | -$17.9M | 1.2% | 20 |
|
|
2022
Q4 | $23.2M | Buy |
153,006
+6,446
| +4% | +$978K | 5.4% | 6 |
|
|
2022
Q3 | $19.9M | Buy |
146,560
+3,864
| +3% | +$525K | 5% | 7 |
|
|
2022
Q2 | $20.7M | Buy |
142,696
+22,398
| +19% | +$3.25M | 5.05% | 5 |
|
|
2022
Q1 | $20M | Buy |
120,298
+37,609
| +45% | +$6.24M | 5.15% | 5 |
|
|
2021
Q4 | $13.9M | Buy |
82,689
+10,357
| +14% | +$1.74M | 3.68% | 7 |
|
|
2021
Q3 | $11.3M | Buy |
72,332
+2,573
| +4% | +$403K | 3.28% | 11 |
|
|
2021
Q2 | $11.2M | Buy |
69,759
+9,816
| +16% | +$1.58M | 3.24% | 10 |
|
|
2021
Q1 | $9.08M | Buy |
+59,943
| New | +$9.08M | 2.87% | 11 |
|