K.J. Harrison & Partners’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 | $490K | Hold |
1,443
| – | – | 0.08% | 152 |
|
|
2025
Q1 | $443K | Sell |
1,443
-550
| -28% | -$169K | 0.09% | 142 |
|
|
2024
Q4 | $641K | Hold |
1,993
| – | – | 0.1% | 144 |
|
|
2024
Q3 | $638K | Hold |
1,993
| – | – | 0.1% | 162 |
|
|
2024
Q2 | $593K | Hold |
1,993
| – | – | 0.1% | 151 |
|
|
2024
Q1 | $574K | Hold |
1,993
| – | – | 0.09% | 161 |
|
|
2023
Q4 | $523K | Buy |
+1,993
| New | +$523K | 0.09% | 158 |
|
|
2023
Q3 | – | Sell |
-1,990
| Closed | -$483K | – | 157 |
|
|
2023
Q2 | $483K | Sell |
1,990
-335
| -14% | -$81.4K | 0.09% | 162 |
|
|
2023
Q1 | $524K | Hold |
2,325
| – | – | 0.11% | 154 |
|
|
2022
Q4 | $663K | Sell |
2,325
-225
| -9% | -$64.2K | 0.13% | 143 |
|
|
2022
Q3 | $503K | Hold |
2,550
| – | – | 0.18% | 108 |
|
|
2022
Q2 | $530K | Hold |
2,550
| – | – | 0.14% | 125 |
|
|
2022
Q1 | $638K | Buy |
+2,550
| New | +$638K | 0.1% | 154 |
|