Kelman-Lazarov Inc’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $533K | Hold |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $374K | Sell |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $371K | Hold |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $408K | Hold |
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|
2018
Q2 | $383K | Hold |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $375K | Buy |
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|
2017
Q3 | $293K | Hold |
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|
2017
Q2 | $284K | Hold |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $274K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $257K | Hold |
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|
2016
Q1 | $252K | Buy |
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