Merit Financial 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 | $9.63M | Buy |
28,357
+791
| +3% | +$269K | 0.11% | 152 |
|
|
2025
Q1 | $8.46M | Sell |
27,566
-778
| -3% | -$239K | 0.13% | 133 |
|
|
2024
Q4 | $9.13M | Buy |
28,344
+19,243
| +211% | +$6.2M | 0.16% | 115 |
|
|
2024
Q3 | $2.86M | Sell |
9,101
-1,265
| -12% | -$398K | 0.06% | 231 |
|
|
2024
Q2 | $3.08M | Buy |
10,366
+36
| +0.3% | +$10.7K | 0.07% | 210 |
|
|
2024
Q1 | $2.9M | Buy |
10,330
+697
| +7% | +$196K | 0.07% | 216 |
|
|
2023
Q4 | $2.53M | Buy |
9,633
+497
| +5% | +$130K | 0.08% | 168 |
|
|
2023
Q3 | $2.15M | Buy |
9,136
+819
| +10% | +$192K | 0.07% | 204 |
|
|
2023
Q2 | $2.03M | Sell |
8,317
-489
| -6% | -$119K | 0.07% | 219 |
|
|
2023
Q1 | $1.98M | Buy |
8,806
+100
| +1% | +$22.5K | 0.07% | 205 |
|
|
2022
Q4 | $1.83M | Buy |
8,706
+586
| +7% | +$123K | 0.07% | 210 |
|
|
2022
Q3 | $1.6M | Buy |
8,120
+686
| +9% | +$135K | 0.07% | 183 |
|
|
2022
Q2 | $1.55M | Sell |
7,434
-45
| -0.6% | -$9.35K | 0.05% | 192 |
|
|
2022
Q1 | $1.87M | Buy |
7,479
+359
| +5% | +$89.8K | 0.11% | 107 |
|
|
2021
Q4 | $1.88M | Buy |
7,120
+122
| +2% | +$32.3K | 0.18% | 59 |
|
|
2021
Q3 | $1.69M | Sell |
6,998
-8
| -0.1% | -$1.93K | 0.18% | 61 |
|
|
2021
Q2 | $1.7M | Sell |
7,006
-433
| -6% | -$105K | 0.16% | 65 |
|
|
2021
Q1 | $1.67M | Buy |
7,439
+2,040
| +38% | +$457K | 0.17% | 59 |
|
|
2020
Q4 | $1.14M | Buy |
5,399
+1,790
| +50% | +$379K | 0.11% | 79 |
|
|
2020
Q3 | $675K | Buy |
+3,609
| New | +$675K | 0.06% | 115 |
|