Kelman-Lazarov Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Kelman-Lazarov Inc’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$559K	Buy	1,646 +20	+1%	+$6.79K	0.09%	75
2025 Q1	$499K	Sell	1,626 -30	-2%	-$9.2K	0.09%	74
2024 Q4	$533K	Hold	1,656	–	–	0.1%	72
2024 Q3	$521K	Sell	1,656 -32	-2%	-$10.1K	0.09%	72
2024 Q2	$502K	Hold	1,688	–	–	0.09%	70
2024 Q1	$486K	Buy	1,688 +47	+3%	+$13.5K	0.1%	71
2023 Q4	$430K	Sell	1,641 -185	-10%	-$48.5K	0.09%	71
2023 Q3	$429K	Hold	1,826	–	–	0.1%	67
2023 Q2	$445K	Hold	1,826	–	–	0.11%	68
2023 Q1	$411K	Sell	1,826 -7	-0.4%	-$1.58K	0.11%	67
2022 Q4	$386K	Hold	1,833	–	–	0.11%	67
2022 Q3	$362K	Hold	1,833	–	–	0.12%	60
2022 Q2	$381K	Buy	1,833 +185	+11%	+$38.5K	0.13%	58
2022 Q1	$412K	Hold	1,648	–	–	0.14%	56
2021 Q4	$436K	Hold	1,648	–	–	0.14%	58
2021 Q3	$398K	Hold	1,648	–	–	0.14%	54
2021 Q2	$399K	Sell	1,648 -126	-7%	-$30.5K	0.14%	54
2021 Q1	$397K	Hold	1,774	–	–	0.14%	54
2020 Q4	$376K	Hold	1,774	–	–	0.14%	51
2020 Q3	$332K	Sell	1,774 -202	-10%	-$37.8K	0.15%	55
2020 Q2	$339K	Sell	1,976 -74	-4%	-$12.7K	0.16%	53
2020 Q1	$290K	Sell	2,050 -45	-2%	-$6.37K	0.16%	59
2019 Q4	$374K	Sell	2,095 -11	-0.5%	-$1.96K	0.17%	65
2019 Q3	$347K	Hold	2,106	–	–	0.17%	72
2019 Q2	$343K	Sell	2,106 -250	-11%	-$40.7K	0.18%	70
2019 Q1	$371K	Hold	2,356	–	–	0.2%	72
2018 Q4	$327K	Sell	2,356 -166	-7%	-$23K	0.2%	76
2018 Q3	$408K	Hold	2,522	–	–	0.24%	77
2018 Q2	$383K	Hold	2,522	–	–	0.21%	84
2018 Q1	$370K	Hold	2,522	–	–	0.2%	84
2017 Q4	$375K	Buy	2,522 +424	+20%	+$63K	0.19%	88
2017 Q3	$293K	Hold	2,098	–	–	0.15%	97
2017 Q2	$284K	Hold	2,098	–	–	0.16%	97
2017 Q1	$275K	Sell	2,098 -100	-5%	-$13.1K	0.18%	90
2016 Q4	$274K	Hold	2,198	–	–	0.15%	97
2016 Q3	$263K	Hold	2,198	–	–	0.15%	98
2016 Q2	$257K	Hold	2,198	–	–	0.15%	102
2016 Q1	$252K	Buy	+2,198	New	+$252K	0.15%	110