Kavar Capital Partners Group’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 | $736K | Hold |
2,167
| – | – | 0.11% | 112 |
|
|
2025
Q1 | $665K | Hold |
2,167
| – | – | 0.11% | 109 |
|
|
2024
Q4 | $698K | Hold |
2,167
| – | – | 0.12% | 107 |
|
|
2024
Q3 | $681K | Hold |
2,167
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $645K | Sell |
2,167
-20
| -0.9% | -$5.95K | 0.12% | 102 |
|
|
2024
Q1 | $630K | Sell |
2,187
-15
| -0.7% | -$4.32K | 0.12% | 102 |
|
|
2023
Q4 | $577K | Sell |
2,202
-139
| -6% | -$36.5K | 0.06% | 126 |
|
|
2023
Q3 | $550K | Sell |
2,341
-65
| -3% | -$15.3K | 0.12% | 104 |
|
|
2023
Q2 | $586K | Sell |
2,406
-137
| -5% | -$33.4K | 0.13% | 95 |
|
|
2023
Q1 | $573K | Sell |
2,543
-118
| -4% | -$26.6K | 0.12% | 98 |
|
|
2022
Q4 | $560K | Sell |
2,661
-231
| -8% | -$48.6K | 0.13% | 91 |
|
|
2022
Q3 | $571K | Buy |
2,892
+125
| +5% | +$24.7K | 0.15% | 93 |
|
|
2022
Q2 | $575K | Sell |
2,767
-107
| -4% | -$22.2K | 0.13% | 103 |
|
|
2022
Q1 | $719K | Buy |
2,874
+106
| +4% | +$26.5K | 0.16% | 96 |
|
|
2021
Q4 | $732K | Hold |
2,768
| – | – | 0.15% | 96 |
|
|
2021
Q3 | $669K | Buy |
2,768
+17
| +0.6% | +$4.11K | 0.15% | 105 |
|
|
2021
Q2 | $666K | Hold |
2,751
| – | – | 0.16% | 101 |
|
|
2021
Q1 | $616K | Sell |
2,751
-33
| -1% | -$7.39K | 0.17% | 96 |
|
|
2020
Q4 | $590K | Sell |
2,784
-57
| -2% | -$12.1K | 0.17% | 98 |
|
|
2020
Q3 | $532K | Sell |
2,841
-128
| -4% | -$24K | 0.18% | 96 |
|
|
2020
Q2 | $510K | Buy |
2,969
+30
| +1% | +$5.15K | 0.2% | 88 |
|
|
2020
Q1 | $416K | Buy |
+2,939
| New | +$416K | 0.2% | 82 |
|