KIM
Karpus Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
85,468
+49,018
| +134% | +$16.6M | 0.94% | 27 |
|
|
2025
Q1 | $11.2M | Buy |
+36,450
| New | +$11.2M | 0.36% | 73 |
|
|
2023
Q4 | – | Sell |
-2,478
| Closed | -$582K | – | 270 |
|
|
2023
Q3 | $582K | Sell |
2,478
-225
| -8% | -$52.9K | 0.02% | 228 |
|
|
2023
Q2 | $659K | Sell |
2,703
-7,352
| -73% | -$1.79M | 0.02% | 257 |
|
|
2023
Q1 | $2.26M | Sell |
10,055
-3,028
| -23% | -$682K | 0.07% | 194 |
|
|
2022
Q4 | $2.75M | Sell |
13,083
-159,355
| -92% | -$33.5M | 0.09% | 180 |
|
|
2022
Q3 | $34M | Sell |
172,438
-47,438
| -22% | -$9.36M | 1.19% | 9 |
|
|
2022
Q2 | $45.7M | Sell |
219,876
-28,312
| -11% | -$5.88M | 1.54% | 10 |
|
|
2022
Q1 | $62.1M | Buy |
248,188
+20,050
| +9% | +$5.01M | 1.89% | 8 |
|
|
2021
Q4 | $60.3M | Sell |
228,138
-46,783
| -17% | -$12.4M | 1.73% | 9 |
|
|
2021
Q3 | $66.5M | Buy |
274,921
+5,451
| +2% | +$1.32M | 1.98% | 10 |
|
|
2021
Q2 | $65.2M | Buy |
269,470
+3,468
| +1% | +$840K | 1.93% | 11 |
|
|
2021
Q1 | $59.5M | Buy |
266,002
+22,497
| +9% | +$5.04M | 1.8% | 11 |
|
|
2020
Q4 | $51.6M | Buy |
243,505
+48,872
| +25% | +$10.4M | 1.62% | 16 |
|
|
2020
Q3 | $36.4M | Buy |
194,633
+7,976
| +4% | +$1.49M | 1.32% | 16 |
|
|
2020
Q2 | $32M | Buy |
186,657
+174,812
| +1,476% | +$30M | 1.21% | 17 |
|
|
2020
Q1 | $1.68M | Buy |
+11,845
| New | +$1.68M | 0.06% | 137 |
|