Kelly Financial Services’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 | $307K | Buy |
+904
| New | +$307K | 0.09% | 87 |
|
|
2024
Q3 | – | Sell |
-175
| Closed | -$52.1K | – | 431 |
|
|
2024
Q2 | $52.1K | Sell |
175
-168
| -49% | -$50K | 0.02% | 220 |
|
|
2024
Q1 | $98.8K | Sell |
343
-19
| -5% | -$5.47K | 0.04% | 152 |
|
|
2023
Q4 | $95K | Buy |
362
+92
| +34% | +$24.1K | 0.04% | 145 |
|
|
2023
Q3 | $63.4K | Buy |
270
+7
| +3% | +$1.64K | 0.03% | 162 |
|
|
2023
Q2 | $64.1K | Buy |
263
+205
| +353% | +$50K | 0.03% | 164 |
|
|
2023
Q1 | $13.1K | Buy |
58
+10
| +21% | +$2.25K | 0.01% | 318 |
|
|
2022
Q4 | $10.1K | Hold |
48
| – | – | 0.01% | 328 |
|
|
2022
Q3 | $9.47K | Sell |
48
-61
| -56% | -$12K | 0.01% | 330 |
|
|
2022
Q2 | $22.7K | Buy |
109
+64
| +142% | +$13.3K | 0.01% | 242 |
|
|
2022
Q1 | $11.3K | Buy |
+45
| New | +$11.3K | 0.01% | 323 |
|