MAS
Madden Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Hold |
1,523
| – | – | 0.22% | 73 |
|
|
2025
Q1 | $467K | Hold |
1,523
| – | – | 0.22% | 71 |
|
|
2024
Q4 | $491K | Hold |
1,523
| – | – | 0.23% | 68 |
|
|
2024
Q3 | $479K | Hold |
1,523
| – | – | 0.22% | 68 |
|
|
2024
Q2 | $453K | Hold |
1,523
| – | – | 0.23% | 65 |
|
|
2024
Q1 | $439K | Hold |
1,523
| – | – | 0.23% | 65 |
|
|
2023
Q4 | $399K | Buy |
1,523
+229
| +18% | +$60.1K | 0.23% | 68 |
|
|
2023
Q3 | $304K | Sell |
1,294
-1
| -0.1% | -$235 | 0.19% | 66 |
|
|
2023
Q2 | $316K | Hold |
1,295
| – | – | 0.2% | 67 |
|
|
2023
Q1 | $292K | Hold |
1,295
| – | – | 0.2% | 67 |
|
|
2022
Q4 | $273K | Hold |
1,295
| – | – | 0.2% | 70 |
|
|
2022
Q3 | $256K | Hold |
1,295
| – | – | 0.2% | 69 |
|
|
2022
Q2 | $269K | Hold |
1,295
| – | – | 0.2% | 69 |
|
|
2022
Q1 | $324K | Hold |
1,295
| – | – | 0.22% | 61 |
|
|
2021
Q4 | $342K | Hold |
1,295
| – | – | 0.22% | 61 |
|
|
2021
Q3 | $313K | Sell |
1,295
-295
| -19% | -$71.3K | 0.22% | 62 |
|
|
2021
Q2 | $385K | Sell |
1,590
-149
| -9% | -$36.1K | 0.28% | 50 |
|
|
2021
Q1 | $389K | Hold |
1,739
| – | – | 0.3% | 47 |
|
|
2020
Q4 | $368K | Buy |
1,739
+451
| +35% | +$95.4K | 0.31% | 46 |
|
|
2020
Q3 | $241K | Sell |
1,288
-82
| -6% | -$15.3K | 0.23% | 62 |
|
|
2020
Q2 | $235K | Sell |
1,370
-29,370
| -96% | -$5.04M | 0.24% | 58 |
|
|
2020
Q1 | $4.35M | Buy |
30,740
+1,288
| +4% | +$182K | 3.02% | 8 |
|
|
2019
Q4 | $5.25M | Hold |
29,452
| – | – | 3.44% | 5 |
|
|
2019
Q3 | $4.85M | Hold |
29,452
| – | – | 3.45% | 5 |
|
|
2019
Q2 | $4.79M | Hold |
29,452
| – | – | 2.99% | 7 |
|
|
2019
Q1 | $4.63M | Hold |
29,452
| – | – | 2.48% | 12 |
|
|
2018
Q4 | $4.08M | Hold |
29,452
| – | – | 2.47% | 13 |
|
|
2018
Q3 | $4.76M | Hold |
29,452
| – | – | 2.87% | 11 |
|
|
2018
Q2 | $4.48M | Buy |
29,452
+82
| +0.3% | +$12.5K | 2.84% | 11 |
|
|
2018
Q1 | $4.31M | Hold |
29,370
| – | – | 2.62% | 12 |
|
|
2017
Q4 | $4.36M | Hold |
29,370
| – | – | 2.64% | 12 |
|
|
2017
Q3 | $4.11M | Hold |
29,370
| – | – | 2.6% | 11 |
|
|
2017
Q2 | $3.97M | Hold |
29,370
| – | – | 2.62% | 11 |
|
|
2017
Q1 | $3.85M | Sell |
29,370
-8,695
| -23% | -$1.14M | 2.49% | 12 |
|
|
2016
Q4 | $4.74M | Hold |
38,065
| – | – | 3.21% | 8 |
|
|
2016
Q3 | $4.59M | Hold |
38,065
| – | – | 2.82% | 9 |
|
|
2016
Q2 | $4.45M | Hold |
38,065
| – | – | 2.75% | 8 |
|
|
2016
Q1 | $4.34M | Hold |
38,065
| – | – | 2.83% | 9 |
|
|
2015
Q4 | $4.31M | Hold |
38,065
| – | – | 2.84% | 9 |
|
|
2015
Q3 | $4.07M | Hold |
38,065
| – | – | 2.67% | 9 |
|
|
2015
Q2 | $4.42M | Hold |
38,065
| – | – | 2.64% | 8 |
|
|
2015
Q1 | $4.41M | Hold |
38,065
| – | – | 2.66% | 8 |
|
|
2014
Q4 | $4.36M | Hold |
38,065
| – | – | 2.48% | 9 |
|
|
2014
Q3 | $4.18M | Hold |
38,065
| – | – | 2.17% | 10 |
|
|
2014
Q2 | $4.19M | Hold |
38,065
| – | – | 2.13% | 11 |
|
|
2014
Q1 | $3.99M | Buy |
38,065
+27,570
| +263% | +$2.89M | 2.18% | 14 |
|
|
2013
Q4 | $1.08M | Buy |
+10,495
| New | +$1.08M | 0.81% | 36 |
|