Kovack Advisors’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 | $2.66M | Sell |
7,838
-16
| -0.2% | -$5.43K | 0.26% | 80 |
|
|
2025
Q1 | $2.41M | Sell |
7,854
-88
| -1% | -$27K | 0.26% | 79 |
|
|
2024
Q4 | $2.56M | Buy |
7,942
+60
| +0.8% | +$19.3K | 0.25% | 74 |
|
|
2024
Q3 | $2.48M | Buy |
7,882
+100
| +1% | +$31.4K | 0.26% | 80 |
|
|
2024
Q2 | $2.32M | Hold |
7,782
| – | – | 0.25% | 88 |
|
|
2024
Q1 | $2.24M | Sell |
7,782
-292
| -4% | -$84.1K | 0.27% | 78 |
|
|
2023
Q4 | $2.12M | Sell |
8,074
-196
| -2% | -$51.4K | 0.25% | 85 |
|
|
2023
Q3 | $1.94M | Buy |
8,270
+307
| +4% | +$72.1K | 0.27% | 76 |
|
|
2023
Q2 | $1.94M | Buy |
7,963
+139
| +2% | +$33.9K | 0.25% | 81 |
|
|
2023
Q1 | $1.76M | Sell |
7,824
-152
| -2% | -$34.2K | 0.24% | 93 |
|
|
2022
Q4 | $1.68M | Buy |
7,976
+672
| +9% | +$141K | 0.25% | 94 |
|
|
2022
Q3 | $1.44M | Sell |
7,304
-399
| -5% | -$78.7K | 0.21% | 105 |
|
|
2022
Q2 | $1.6M | Hold |
7,703
| – | – | 0.21% | 108 |
|
|
2022
Q1 | $1.93M | Sell |
7,703
-76
| -1% | -$19K | 0.2% | 109 |
|
|
2021
Q4 | $2.06M | Sell |
7,779
-80
| -1% | -$21.2K | 0.2% | 118 |
|
|
2021
Q3 | $1.9M | Sell |
7,859
-781
| -9% | -$189K | 0.21% | 126 |
|
|
2021
Q2 | $2.09M | Buy |
8,640
+249
| +3% | +$60.3K | 0.24% | 108 |
|
|
2021
Q1 | $1.88M | Buy |
+8,391
| New | +$1.88M | 0.24% | 109 |
|