KMG Fiduciary Partners’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 | $2.9M | Hold |
8,552
| – | – | 0.22% | 104 |
|
|
2025
Q1 | $2.62M | Sell |
8,552
-141
| -2% | -$43.2K | 0.22% | 103 |
|
|
2024
Q4 | $2.8M | Sell |
8,693
-6
| -0.1% | -$1.93K | 0.23% | 101 |
|
|
2024
Q3 | $2.73M | Sell |
8,699
-845
| -9% | -$266K | 0.24% | 97 |
|
|
2024
Q2 | $2.84M | Sell |
9,544
-172
| -2% | -$51.2K | 0.28% | 83 |
|
|
2024
Q1 | $2.8M | Buy |
9,716
+118
| +1% | +$34K | 0.29% | 81 |
|
|
2023
Q4 | $2.52M | Hold |
9,598
| – | – | 0.29% | 88 |
|
|
2023
Q3 | $2.25M | Buy |
9,598
+499
| +5% | +$117K | 0.3% | 83 |
|
|
2023
Q2 | $2.22M | Hold |
9,099
| – | – | 0.29% | 86 |
|
|
2023
Q1 | $2.05M | Buy |
9,099
+6,568
| +260% | +$1.48M | 0.29% | 90 |
|
|
2022
Q4 | $533K | Buy |
2,531
+971
| +62% | +$204K | 0.09% | 160 |
|
|
2022
Q3 | $308K | Hold |
1,560
| – | – | 0.06% | 165 |
|
|
2022
Q2 | $324K | Hold |
1,560
| – | – | 0.06% | 166 |
|
|
2022
Q1 | $390K | Hold |
1,560
| – | – | 0.06% | 158 |
|
|
2021
Q4 | $413K | Buy |
+1,560
| New | +$413K | 0.06% | 150 |
|