Mayflower Financial 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 | $2.37M | Buy |
6,982
+91
| +1% | +$30.9K | 0.33% | 74 |
|
|
2025
Q1 | $2.11M | Buy |
6,891
+1,431
| +26% | +$439K | 0.32% | 75 |
|
|
2024
Q4 | $1.76M | Buy |
5,460
+16
| +0.3% | +$5.16K | 0.26% | 89 |
|
|
2024
Q3 | $1.71M | Buy |
5,444
+7
| +0.1% | +$2.2K | 0.26% | 89 |
|
|
2024
Q2 | $1.62M | Buy |
5,437
+432
| +9% | +$129K | 0.27% | 87 |
|
|
2024
Q1 | $1.44M | Sell |
5,005
-970
| -16% | -$279K | 0.24% | 96 |
|
|
2023
Q4 | $1.57M | Buy |
5,975
+115
| +2% | +$30.2K | 0.22% | 94 |
|
|
2023
Q3 | $1.38M | Sell |
5,860
-66
| -1% | -$15.5K | 0.21% | 101 |
|
|
2023
Q2 | $1.44M | Sell |
5,926
-58
| -1% | -$14.1K | 0.19% | 107 |
|
|
2023
Q1 | $1.35M | Buy |
5,984
+901
| +18% | +$203K | 0.18% | 108 |
|
|
2022
Q4 | $1.07M | Sell |
5,083
-352
| -6% | -$74.1K | 0.15% | 120 |
|
|
2022
Q3 | $1.07M | Sell |
5,435
-423
| -7% | -$83.4K | 0.17% | 101 |
|
|
2022
Q2 | $1.22M | Buy |
5,858
+549
| +10% | +$114K | 0.19% | 100 |
|
|
2022
Q1 | $1.33M | Buy |
5,309
+2,923
| +123% | +$731K | 0.18% | 92 |
|
|
2021
Q4 | $631K | Hold |
2,386
| – | – | 0.08% | 167 |
|
|
2021
Q3 | $606K | Buy |
2,386
+13
| +0.5% | +$3.3K | 0.08% | 167 |
|
|
2021
Q2 | $574K | Hold |
2,373
| – | – | 0.08% | 158 |
|
|
2021
Q1 | $531K | Sell |
2,373
-24
| -1% | -$5.37K | 0.08% | 153 |
|
|
2020
Q4 | $508K | Buy |
+2,397
| New | +$508K | 0.09% | 147 |
|