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 |
|