Kanawha Capital Management’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 | $293K | Hold |
863
| – | – | 0.02% | 184 |
|
|
2025
Q1 | $265K | Buy |
863
+14
| +2% | +$4.29K | 0.02% | 185 |
|
|
2024
Q4 | $274K | Hold |
849
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $267K | Hold |
849
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $253K | Hold |
849
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $245K | Hold |
849
| – | – | 0.02% | 202 |
|
|
2023
Q4 | $223K | Buy |
+849
| New | +$223K | 0.02% | 196 |
|
|
2023
Q3 | – | Sell |
-849
| Closed | -$207K | – | 206 |
|
|
2023
Q2 | $207K | Buy |
+849
| New | +$207K | 0.02% | 206 |
|
|
2022
Q3 | – | Sell |
-1,049
| Closed | -$218K | – | 200 |
|
|
2022
Q2 | $218K | Hold |
1,049
| – | – | 0.02% | 192 |
|
|
2022
Q1 | $262K | Hold |
1,049
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $277K | Hold |
1,049
| – | – | 0.02% | 188 |
|
|
2021
Q3 | $254K | Hold |
1,049
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $254K | Sell |
1,049
-40
| -4% | -$9.69K | 0.02% | 192 |
|
|
2021
Q1 | $244K | Hold |
1,089
| – | – | 0.02% | 188 |
|
|
2020
Q4 | $231K | Sell |
1,089
-35
| -3% | -$7.42K | 0.02% | 191 |
|
|
2020
Q3 | $210K | Buy |
+1,124
| New | +$210K | 0.02% | 187 |
|
|
2020
Q1 | – | Sell |
-1,249
| Closed | -$223K | – | 188 |
|
|
2019
Q4 | $223K | Buy |
+1,249
| New | +$223K | 0.03% | 186 |
|
|
2016
Q4 | – | Sell |
-3,065
| Closed | -$369K | – | 165 |
|
|
2016
Q3 | $369K | Hold |
3,065
| – | – | 0.06% | 135 |
|
|
2016
Q2 | $358K | Sell |
3,065
-200
| -6% | -$23.4K | 0.06% | 139 |
|
|
2016
Q1 | $372K | Sell |
3,265
-30
| -0.9% | -$3.42K | 0.06% | 130 |
|
|
2015
Q4 | $373K | Sell |
3,295
-50
| -1% | -$5.66K | 0.07% | 128 |
|
|
2015
Q3 | $358K | Sell |
3,345
-920
| -22% | -$98.5K | 0.07% | 125 |
|
|
2015
Q2 | $495K | Hold |
4,265
| – | – | 0.09% | 115 |
|
|
2015
Q1 | $494K | Sell |
4,265
-20
| -0.5% | -$2.32K | 0.09% | 116 |
|
|
2014
Q4 | $491K | Sell |
4,285
-10
| -0.2% | -$1.15K | 0.09% | 114 |
|
|
2014
Q3 | $472K | Hold |
4,295
| – | – | 0.09% | 112 |
|
|
2014
Q2 | $473K | Hold |
4,295
| – | – | 0.09% | 111 |
|
|
2014
Q1 | $450K | Hold |
4,295
| – | – | 0.09% | 110 |
|
|
2013
Q4 | $443K | Sell |
4,295
-10
| -0.2% | -$1.03K | 0.08% | 110 |
|
|
2013
Q3 | $405K | Hold |
4,305
| – | – | 0.08% | 109 |
|
|
2013
Q2 | $387K | Buy |
+4,305
| New | +$387K | 0.09% | 108 |
|