KM Capital Management’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
$3.01M Buy
8,878
+3,232
+57% +$1.1M 1.49% 18
2025
Q1
$1.73M Buy
5,646
+883
+19% +$271K 0.93% 24
2024
Q4
$1.53M Hold
4,763
0.79% 21
2024
Q3
$1.5M Buy
4,763
+51
+1% +$16K 0.8% 20
2024
Q2
$1.4M Buy
4,712
+1,090
+30% +$324K 0.73% 24
2024
Q1
$1.04M Hold
3,622
0.58% 29
2023
Q4
$950K Buy
3,622
+443
+14% +$116K 0.55% 29
2023
Q3
$747K Buy
3,179
+40
+1% +$9.4K 0.51% 29
2023
Q2
$765K Buy
3,139
+109
+4% +$26.6K 0.55% 24
2023
Q1
$682K Hold
3,030
0.63% 31
2022
Q4
$638K Buy
+3,030
New +$638K 0.63% 30