Mather 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 | $6.92M | Sell |
20,377
-215
| -1% | -$73K | 0.07% | 102 |
|
|
2025
Q1 | $6.32M | Sell |
20,592
-61
| -0.3% | -$18.7K | 0.07% | 103 |
|
|
2024
Q4 | $6.65M | Sell |
20,653
-6
| -0% | -$1.93K | 0.09% | 95 |
|
|
2024
Q3 | $6.49M | Sell |
20,659
-913
| -4% | -$287K | 0.08% | 101 |
|
|
2024
Q2 | $6.21M | Buy |
21,572
+13,329
| +162% | +$3.84M | 0.08% | 111 |
|
|
2024
Q1 | $2.16M | Sell |
8,243
-506
| -6% | -$133K | 0.03% | 155 |
|
|
2023
Q4 | $2.29M | Sell |
8,749
-86
| -1% | -$22.6K | 0.04% | 154 |
|
|
2023
Q3 | $2.08M | Sell |
8,835
-11,428
| -56% | -$2.68M | 0.04% | 152 |
|
|
2023
Q2 | $4.94M | Buy |
20,263
+12,816
| +172% | +$3.12M | 0.08% | 98 |
|
|
2023
Q1 | $1.68M | Buy |
7,447
+340
| +5% | +$76.6K | 0.03% | 158 |
|
|
2022
Q4 | $1.5M | Buy |
7,107
+265
| +4% | +$55.8K | 0.03% | 157 |
|
|
2022
Q3 | $1.35M | Buy |
6,842
+642
| +10% | +$127K | 0.03% | 159 |
|
|
2022
Q2 | $1.29M | Buy |
6,200
+34
| +0.6% | +$7.06K | 0.03% | 157 |
|
|
2022
Q1 | $1.54M | Buy |
6,166
+1,025
| +20% | +$256K | 0.03% | 129 |
|
|
2021
Q4 | $1.36M | Sell |
5,141
-61
| -1% | -$16.1K | 0.03% | 125 |
|
|
2021
Q3 | $1.26M | Buy |
5,202
+388
| +8% | +$93.8K | 0.03% | 101 |
|
|
2021
Q2 | $1.17M | Sell |
4,814
-203
| -4% | -$49.1K | 0.03% | 98 |
|
|
2021
Q1 | $1.12M | Buy |
5,017
+420
| +9% | +$94K | 0.03% | 93 |
|
|
2020
Q4 | $974K | Buy |
4,597
+1,158
| +34% | +$245K | 0.03% | 96 |
|
|
2020
Q3 | $644K | Buy |
3,439
+762
| +28% | +$143K | 0.03% | 116 |
|
|
2020
Q2 | $460K | Sell |
2,677
-3,432
| -56% | -$590K | 0.02% | 137 |
|
|
2020
Q1 | $865K | Buy |
6,109
+4,737
| +345% | +$671K | 0.06% | 72 |
|
|
2019
Q4 | $245K | Buy |
+1,372
| New | +$245K | 0.02% | 150 |
|