Larson Financial Group’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 | $472K | Sell |
1,390
-261
| -16% | -$88.6K | 0.02% | 445 |
|
|
2025
Q1 | $506K | Buy |
1,651
+63
| +4% | +$19.3K | 0.02% | 404 |
|
|
2024
Q4 | $511K | Buy |
1,588
+151
| +11% | +$48.6K | 0.03% | 349 |
|
|
2024
Q3 | $452K | Buy |
1,437
+602
| +72% | +$189K | 0.03% | 356 |
|
|
2024
Q2 | $249K | Buy |
835
+69
| +9% | +$20.5K | 0.02% | 405 |
|
|
2024
Q1 | $221K | Buy |
766
+1
| +0.1% | +$288 | 0.02% | 381 |
|
|
2023
Q4 | $201K | Sell |
765
-31
| -4% | -$8.13K | 0.02% | 356 |
|
|
2023
Q3 | $187K | Hold |
796
| – | – | 0.02% | 338 |
|
|
2023
Q2 | $194K | Buy |
796
+1
| +0.1% | +$244 | 0.02% | 319 |
|
|
2023
Q1 | $179K | Buy |
795
+1
| +0.1% | +$225 | 0.02% | 328 |
|
|
2022
Q4 | $167K | Buy |
794
+2
| +0.3% | +$421 | 0.02% | 327 |
|
|
2022
Q3 | $156K | Buy |
792
+2
| +0.3% | +$394 | 0.02% | 303 |
|
|
2022
Q2 | $164K | Sell |
790
-107
| -12% | -$22.2K | 0.03% | 208 |
|
|
2022
Q1 | $224K | Hold |
897
| – | – | 0.04% | 189 |
|
|
2021
Q4 | $237K | Buy |
897
+2
| +0.2% | +$528 | 0.04% | 183 |
|
|
2021
Q3 | $216K | Buy |
895
+98
| +12% | +$23.7K | 0.04% | 142 |
|
|
2021
Q2 | $193K | Sell |
797
-27
| -3% | -$6.54K | 0.04% | 132 |
|
|
2021
Q1 | $184K | Buy |
824
+1
| +0.1% | +$223 | 0.05% | 119 |
|
|
2020
Q4 | $174K | Buy |
823
+3
| +0.4% | +$634 | 0.06% | 107 |
|
|
2020
Q3 | $153K | Sell |
820
-36
| -4% | -$6.72K | 0.06% | 103 |
|
|
2020
Q2 | $147K | Buy |
856
+545
| +175% | +$93.6K | 0.07% | 112 |
|
|
2020
Q1 | $44K | Buy |
311
+77
| +33% | +$10.9K | 0.03% | 166 |
|
|
2019
Q4 | $42K | Buy |
234
+1
| +0.4% | +$179 | 0.02% | 163 |
|
|
2019
Q3 | $38K | Sell |
233
-31
| -12% | -$5.06K | 0.02% | 170 |
|
|
2019
Q2 | $43K | Buy |
264
+1
| +0.4% | +$163 | 0.03% | 135 |
|
|
2019
Q1 | $41K | Buy |
263
+1
| +0.4% | +$156 | 0.03% | 126 |
|
|
2018
Q4 | $36K | Buy |
+262
| New | +$36K | 0.03% | 127 |
|