KCM Investment Advisors’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 | $344K | Hold |
1,012
| – | – | 0.01% | 305 |
|
|
2025
Q1 | $310K | Sell |
1,012
-9
| -0.9% | -$2.76K | 0.01% | 303 |
|
|
2024
Q4 | $329K | Buy |
1,021
+46
| +5% | +$14.8K | 0.01% | 302 |
|
|
2024
Q3 | $307K | Hold |
975
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $290K | Hold |
975
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $281K | Hold |
975
| – | – | 0.01% | 329 |
|
|
2023
Q4 | $256K | Buy |
975
+87
| +10% | +$22.8K | 0.01% | 333 |
|
|
2023
Q3 | $209K | Hold |
888
| – | – | 0.01% | 349 |
|
|
2023
Q2 | $216K | Hold |
888
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $200K | Sell |
888
-225
| -20% | -$50.7K | 0.01% | 396 |
|
|
2022
Q4 | $234K | Buy |
+1,113
| New | +$234K | 0.01% | 369 |
|