Mill Creek Capital 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 | $3.7M | Buy |
10,900
+1,127
| +12% | +$383K | 0.08% | 70 |
|
|
2025
Q1 | $3M | Sell |
9,773
-1,306
| -12% | -$401K | 0.07% | 72 |
|
|
2024
Q4 | $3.57M | Buy |
11,079
+30
| +0.3% | +$9.67K | 0.09% | 69 |
|
|
2024
Q3 | $3.47M | Sell |
11,049
-7,131
| -39% | -$2.24M | 0.08% | 64 |
|
|
2024
Q2 | $5.41M | Buy |
18,180
+6
| +0% | +$1.79K | 0.14% | 52 |
|
|
2024
Q1 | $5.23M | Buy |
18,174
+6
| +0% | +$1.73K | 0.14% | 51 |
|
|
2023
Q4 | $4.76M | Buy |
18,168
+7,049
| +63% | +$1.85M | 0.14% | 51 |
|
|
2023
Q3 | $2.61M | Hold |
11,119
| – | – | 0.09% | 61 |
|
|
2023
Q2 | $2.71M | Buy |
11,119
+5
| +0% | +$1.22K | 0.09% | 61 |
|
|
2023
Q1 | $2.5M | Buy |
11,114
+8
| +0.1% | +$1.8K | 0.09% | 61 |
|
|
2022
Q4 | $2.34M | Buy |
+11,106
| New | +$2.34M | 0.1% | 62 |
|