LPL Financial’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 | $831M | Buy |
2,447,669
+46,559
| +2% | +$15.8M | 0.28% | 71 |
|
|
2025
Q1 | $737M | Sell |
2,401,110
-16,547
| -0.7% | -$5.08M | 0.29% | 75 |
|
|
2024
Q4 | $779M | Buy |
2,417,657
+23,650
| +1% | +$7.62M | 0.32% | 68 |
|
|
2024
Q3 | $753M | Buy |
2,394,007
+52,616
| +2% | +$16.5M | 0.34% | 62 |
|
|
2024
Q2 | $697M | Buy |
2,341,391
+29,339
| +1% | +$8.73M | 0.35% | 58 |
|
|
2024
Q1 | $666M | Buy |
2,312,052
+55,846
| +2% | +$16.1M | 0.36% | 56 |
|
|
2023
Q4 | $592M | Buy |
2,256,206
+6,285
| +0.3% | +$1.65M | 0.36% | 54 |
|
|
2023
Q3 | $529M | Buy |
2,249,921
+38,800
| +2% | +$9.11M | 0.37% | 54 |
|
|
2023
Q2 | $539M | Buy |
2,211,121
+36,131
| +2% | +$8.81M | 0.39% | 48 |
|
|
2023
Q1 | $490M | Buy |
2,174,990
+161,740
| +8% | +$36.4M | 0.38% | 53 |
|
|
2022
Q4 | $424M | Buy |
2,013,250
+18,189
| +0.9% | +$3.83M | 0.36% | 56 |
|
|
2022
Q3 | $394M | Buy |
1,995,061
+81,322
| +4% | +$16M | 0.38% | 50 |
|
|
2022
Q2 | $398M | Buy |
1,913,739
+21,313
| +1% | +$4.43M | 0.38% | 53 |
|
|
2022
Q1 | $473M | Buy |
1,892,426
+30,175
| +2% | +$7.55M | 0.41% | 49 |
|
|
2021
Q4 | $492M | Buy |
1,862,251
+7,640
| +0.4% | +$2.02M | 0.41% | 47 |
|
|
2021
Q3 | $448M | Buy |
1,854,611
+120,247
| +7% | +$29.1M | 0.42% | 45 |
|
|
2021
Q2 | $420M | Buy |
1,734,364
+1,285,673
| +287% | +$311M | 0.42% | 44 |
|
|
2021
Q1 | $100M | Buy |
448,691
+433
| +0.1% | +$96.9K | 0.12% | 167 |
|
|
2020
Q4 | $95M | Sell |
448,258
-33,092
| -7% | -$7.01M | 0.12% | 157 |
|
|
2020
Q3 | $90.1M | Sell |
481,350
-25,339
| -5% | -$4.74M | 0.14% | 141 |
|
|
2020
Q2 | $87M | Sell |
506,689
-81,860
| -14% | -$14.1M | 0.15% | 134 |
|
|
2020
Q1 | $83.3M | Sell |
588,549
-25,842
| -4% | -$3.66M | 0.18% | 109 |
|
|
2019
Q4 | $110M | Sell |
614,391
-47,543
| -7% | -$8.48M | 0.2% | 98 |
|
|
2019
Q3 | $109M | Buy |
661,934
+39,460
| +6% | +$6.49M | 0.22% | 91 |
|
|
2019
Q2 | $101M | Buy |
622,474
+99,499
| +19% | +$16.2M | 0.22% | 92 |
|
|
2019
Q1 | $82.3M | Sell |
522,975
-179,902
| -26% | -$28.3M | 0.19% | 108 |
|
|
2018
Q4 | $97.5M | Buy |
702,877
+43,765
| +7% | +$6.07M | 0.26% | 72 |
|
|
2018
Q3 | $107M | Sell |
659,112
-2,533
| -0.4% | -$410K | 0.26% | 75 |
|
|
2018
Q2 | $101M | Sell |
661,645
-16,950
| -2% | -$2.58M | 0.26% | 76 |
|
|
2018
Q1 | $99.7M | Buy |
678,595
+27,676
| +4% | +$4.06M | 0.27% | 72 |
|
|
2017
Q4 | $96.7M | Sell |
650,919
-226,027
| -26% | -$33.6M | 0.29% | 68 |
|
|
2017
Q3 | $123M | Sell |
876,946
-148,743
| -15% | -$20.8M | 0.43% | 41 |
|
|
2017
Q2 | $139M | Buy |
1,025,689
+191,643
| +23% | +$25.9M | 0.53% | 32 |
|
|
2017
Q1 | $109M | Sell |
834,046
-227,553
| -21% | -$29.8M | 0.74% | 20 |
|
|
2016
Q4 | $133M | Sell |
1,061,599
-149,866
| -12% | -$18.8M | 1.01% | 12 |
|
|
2016
Q3 | $145M | Sell |
1,211,465
-138,576
| -10% | -$16.6M | 1.38% | 6 |
|
|
2016
Q2 | $157M | Sell |
1,350,041
-1,506,842
| -53% | -$175M | 1.33% | 6 |
|
|
2016
Q1 | $323M | Sell |
2,856,883
-239,339
| -8% | -$27.1M | 0.9% | 13 |
|
|
2015
Q4 | $346M | Buy |
3,096,222
+1,570,324
| +103% | +$176M | 0.96% | 13 |
|
|
2015
Q3 | $169M | Buy |
1,525,898
+303,039
| +25% | +$33.6M | 0.93% | 17 |
|
|
2015
Q2 | $142M | Sell |
1,222,859
-148,519
| -11% | -$17.2M | 0.72% | 24 |
|
|
2015
Q1 | $158M | Sell |
1,371,378
-36,771
| -3% | -$4.24M | 0.81% | 17 |
|
|
2014
Q4 | $161M | Sell |
1,408,149
-28,836
| -2% | -$3.31M | 0.88% | 16 |
|
|
2014
Q3 | $156M | Buy |
1,436,985
+561,133
| +64% | +$60.8M | 0.93% | 13 |
|
|
2014
Q2 | $96.4M | Buy |
875,852
+29,513
| +3% | +$3.25M | 0.56% | 30 |
|
|
2014
Q1 | $88.7M | Sell |
846,339
-393,411
| -32% | -$41.2M | 0.55% | 31 |
|
|
2013
Q4 | $128M | Buy |
1,239,750
+95,967
| +8% | +$9.9M | 0.8% | 18 |
|
|
2013
Q3 | $109M | Buy |
1,143,783
+60,893
| +6% | +$5.82M | 0.73% | 22 |
|
|
2013
Q2 | $97.4M | Buy |
+1,082,890
| New | +$97.4M | 0.7% | 26 |
|