Ken Fisher’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 | $1.97M | Buy |
5,785
+969
| +20% | +$329K | ﹤0.01% | 576 |
|
|
2025
Q1 | $1.48M | Buy |
4,816
+246
| +5% | +$75.5K | ﹤0.01% | 620 |
|
|
2024
Q4 | $1.47M | Buy |
4,570
+1,583
| +53% | +$510K | ﹤0.01% | 621 |
|
|
2024
Q3 | $939K | Buy |
2,987
+2,186
| +273% | +$687K | ﹤0.01% | 667 |
|
|
2024
Q2 | $238K | Buy |
+801
| New | +$238K | ﹤0.01% | 922 |
|
|
2024
Q1 | – | Sell |
-1,317
| Closed | -$346K | – | 1007 |
|
|
2023
Q4 | $346K | Buy |
+1,317
| New | +$346K | ﹤0.01% | 841 |
|
|
2023
Q3 | – | Sell |
-1,038
| Closed | -$253K | – | 1221 |
|
|
2023
Q2 | $253K | Buy |
+1,038
| New | +$253K | ﹤0.01% | 981 |
|
|
2021
Q1 | – | Sell |
-1,057
| Closed | -$224K | – | 947 |
|
|
2020
Q4 | $224K | Buy |
+1,057
| New | +$224K | ﹤0.01% | 851 |
|
|
2018
Q1 | – | Sell |
-1,731
| Closed | -$257K | – | 797 |
|
|
2017
Q4 | $257K | Buy |
+1,731
| New | +$257K | ﹤0.01% | 770 |
|
|
2014
Q3 | – | Sell |
-3,451
| Closed | -$380K | – | 559 |
|
|
2014
Q2 | $380K | Buy |
+3,451
| New | +$380K | ﹤0.01% | 463 |
|
|
2013
Q4 | – | Sell |
-2,654
| Closed | -$250K | – | 534 |
|
|
2013
Q3 | $250K | Hold |
2,654
| – | – | ﹤0.01% | 445 |
|
|
2013
Q2 | $239K | Buy |
+2,654
| New | +$239K | ﹤0.01% | 442 |
|