LBJ Family Wealth 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 | $1.57M | Buy |
4,626
+9
| +0.2% | +$3.06K | 0.91% | 14 |
|
|
2025
Q1 | $1.42M | Buy |
4,617
+9
| +0.2% | +$2.76K | 0.9% | 16 |
|
|
2024
Q4 | $1.49M | Buy |
4,608
+11
| +0.2% | +$3.55K | 0.89% | 15 |
|
|
2024
Q3 | $1.45M | Buy |
4,597
+12
| +0.3% | +$3.77K | 0.86% | 15 |
|
|
2024
Q2 | $1.36M | Buy |
4,585
+8
| +0.2% | +$2.38K | 0.86% | 16 |
|
|
2024
Q1 | $1.32M | Buy |
4,577
+11
| +0.2% | +$3.17K | 0.84% | 15 |
|
|
2023
Q4 | $1.2M | Buy |
4,566
+27
| +0.6% | +$7.08K | 0.83% | 16 |
|
|
2023
Q3 | $1.07M | Sell |
4,539
-377
| -8% | -$88.5K | 0.8% | 16 |
|
|
2023
Q2 | $1.2M | Buy |
4,916
+9
| +0.2% | +$2.19K | 0.83% | 16 |
|
|
2023
Q1 | $1.11M | Buy |
4,907
+18
| +0.4% | +$4.05K | 0.78% | 14 |
|
|
2022
Q4 | $1.03M | Buy |
4,889
+21
| +0.4% | +$4.42K | 0.77% | 16 |
|
|
2022
Q3 | $961K | Buy |
4,868
+24
| +0.5% | +$4.74K | 0.78% | 14 |
|
|
2022
Q2 | $1.01M | Buy |
4,844
+14
| +0.3% | +$2.91K | 0.75% | 14 |
|
|
2022
Q1 | $1.18M | Sell |
4,830
-64
| -1% | -$15.6K | 0.75% | 13 |
|
|
2021
Q4 | $1.29M | Buy |
4,894
+10
| +0.2% | +$2.64K | 0.75% | 13 |
|
|
2021
Q3 | $1.19M | Hold |
4,884
| – | – | 0.71% | 16 |
|
|
2021
Q2 | $1.18M | Sell |
4,884
-415
| -8% | -$100K | 0.7% | 16 |
|
|
2021
Q1 | $1.19M | Buy |
5,299
+17
| +0.3% | +$3.81K | 0.75% | 15 |
|
|
2020
Q4 | $1.12M | Buy |
5,282
+20
| +0.4% | +$4.24K | 0.73% | 15 |
|
|
2020
Q3 | $985K | Buy |
5,262
+22
| +0.4% | +$4.12K | 0.75% | 14 |
|
|
2020
Q2 | $900K | Buy |
5,240
+18
| +0.3% | +$3.09K | 0.72% | 15 |
|
|
2020
Q1 | $739K | Buy |
5,222
+27
| +0.5% | +$3.82K | 0.72% | 15 |
|
|
2019
Q4 | $930K | Buy |
5,195
+25
| +0.5% | +$4.48K | 0.64% | 15 |
|
|
2019
Q3 | $851K | Buy |
5,170
+22
| +0.4% | +$3.62K | 0.64% | 16 |
|
|
2019
Q2 | $852K | Buy |
5,148
+28
| +0.5% | +$4.63K | 0.63% | 15 |
|
|
2019
Q1 | $805K | Buy |
5,120
+21
| +0.4% | +$3.3K | 0.45% | 16 |
|
|
2018
Q4 | $707K | Buy |
+5,099
| New | +$707K | 0.62% | 16 |
|