KOC
Koss-Olinger Consulting’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
54,089
-10,809
| -17% | -$3.67M | 1.51% | 18 |
|
|
2025
Q1 | $19.9M | Sell |
64,898
-3,425
| -5% | -$1.05M | 1.68% | 17 |
|
|
2024
Q4 | $22M | Sell |
68,323
-986
| -1% | -$318K | 1.93% | 17 |
|
|
2024
Q3 | $21.8M | Sell |
69,309
-770
| -1% | -$242K | 1.89% | 17 |
|
|
2024
Q2 | $20.9M | Buy |
+70,079
| New | +$20.9M | 1.93% | 16 |
|
|
2024
Q1 | – | Sell |
-75,276
| Closed | -$19.7M | – | 176 |
|
|
2023
Q4 | $19.7M | Sell |
75,276
-4,216
| -5% | -$1.11M | 1.94% | 13 |
|
|
2023
Q3 | $18.7M | Sell |
79,492
-1,152
| -1% | -$271K | 2.75% | 11 |
|
|
2023
Q2 | $19.7M | Sell |
80,644
-1,147
| -1% | -$280K | 2.28% | 11 |
|
|
2023
Q1 | $18.4M | Sell |
81,791
-2,055
| -2% | -$463K | 2.3% | 11 |
|
|
2022
Q4 | $17.7M | Buy |
+83,846
| New | +$17.7M | 2.54% | 10 |
|