Mitchell Sinkler & Starr’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 | $3.08M | Buy |
9,060
+50
| +0.6% | +$17K | 1.47% | 18 |
|
|
2025
Q1 | $2.76M | Buy |
9,010
+710
| +9% | +$218K | 0.77% | 34 |
|
|
2024
Q4 | $2.67M | Buy |
8,300
+55
| +0.7% | +$17.7K | 0.71% | 33 |
|
|
2024
Q3 | $2.59M | Buy |
8,245
+60
| +0.7% | +$18.9K | 0.65% | 38 |
|
|
2024
Q2 | $2.48M | Buy |
8,185
+2,035
| +33% | +$616K | 0.64% | 38 |
|
|
2024
Q1 | $1.77M | Sell |
6,150
-30,206
| -83% | -$8.7M | 0.44% | 51 |
|
|
2023
Q4 | $9.53M | Buy |
+36,356
| New | +$9.53M | 1.73% | 19 |
|
|
2023
Q3 | – | Sell |
-7,940
| Closed | -$1.94M | – | 116 |
|
|
2023
Q2 | $1.94M | Buy |
7,940
+250
| +3% | +$60.9K | 0.55% | 45 |
|
|
2023
Q1 | $1.73M | Buy |
7,690
+1,575
| +26% | +$355K | 0.51% | 47 |
|
|
2022
Q4 | $1.29M | Buy |
6,115
+75
| +1% | +$15.8K | 0.41% | 51 |
|
|
2022
Q3 | $1.19M | Buy |
6,040
+5,000
| +481% | +$987K | 0.46% | 48 |
|
|
2022
Q2 | $216K | Hold |
1,040
| – | – | 0.08% | 111 |
|
|
2022
Q1 | $260K | Hold |
1,040
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $275K | Buy |
+1,040
| New | +$275K | 0.08% | 108 |
|
|
2020
Q4 | – | Sell |
-1,375
| Closed | -$257K | – | 96 |
|
|
2020
Q3 | $257K | Hold |
1,375
| – | – | 0.26% | 84 |
|
|
2020
Q2 | $236K | Buy |
+1,375
| New | +$236K | 0.27% | 87 |
|
|
2020
Q1 | – | Sell |
-1,225
| Closed | -$219K | – | 98 |
|
|
2019
Q4 | $219K | Buy |
+1,225
| New | +$219K | 0.23% | 97 |
|