MFT
Moisand Fitzgerald Tamayo’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
13,162
-493
| -4% | -$167K | 0.57% | 19 |
|
|
2025
Q1 | $4.19M | Sell |
13,655
-453
| -3% | -$139K | 0.58% | 22 |
|
|
2024
Q4 | $4.55M | Sell |
14,108
-133
| -0.9% | -$42.8K | 0.64% | 22 |
|
|
2024
Q3 | $4.48M | Sell |
14,241
-380
| -3% | -$119K | 0.61% | 22 |
|
|
2024
Q2 | $4.35M | Sell |
14,621
-313
| -2% | -$93.1K | 0.65% | 21 |
|
|
2024
Q1 | $4.3M | Sell |
14,934
-1,010
| -6% | -$291K | 0.66% | 21 |
|
|
2023
Q4 | $4.18M | Sell |
15,944
-56
| -0.4% | -$14.7K | 0.72% | 21 |
|
|
2023
Q3 | $3.76M | Sell |
16,000
-606
| -4% | -$142K | 0.79% | 22 |
|
|
2023
Q2 | $4.05M | Sell |
16,606
-88
| -0.5% | -$21.4K | 0.83% | 21 |
|
|
2023
Q1 | $3.76M | Sell |
16,694
-136
| -0.8% | -$30.6K | 0.8% | 21 |
|
|
2022
Q4 | $3.54M | Sell |
16,830
-10
| -0.1% | -$2.11K | 0.81% | 21 |
|
|
2022
Q3 | $3.32M | Sell |
16,840
-69
| -0.4% | -$13.6K | 0.91% | 22 |
|
|
2022
Q2 | $3.51M | Buy |
16,909
+2,436
| +17% | +$506K | 0.94% | 24 |
|
|
2022
Q1 | $3.62M | Sell |
14,473
-2,645
| -15% | -$661K | 1.65% | 17 |
|
|
2021
Q4 | $4.53M | Sell |
17,118
-180
| -1% | -$47.6K | 1.27% | 22 |
|
|
2021
Q3 | $4.18M | Sell |
17,298
-220
| -1% | -$53.2K | 1.41% | 21 |
|
|
2021
Q2 | $4.24M | Buy |
17,518
+229
| +1% | +$55.4K | 1.54% | 19 |
|
|
2021
Q1 | $3.87M | Sell |
17,289
-104
| -0.6% | -$23.3K | 1.67% | 17 |
|
|
2020
Q4 | $3.69M | Sell |
17,393
-271
| -2% | -$57.4K | 1.66% | 18 |
|
|
2020
Q3 | $3.31M | Sell |
17,664
-380
| -2% | -$71.1K | 1.71% | 18 |
|
|
2020
Q2 | $3.1M | Sell |
18,044
-75
| -0.4% | -$12.9K | 1.71% | 18 |
|
|
2020
Q1 | $2.56M | Sell |
18,119
-302
| -2% | -$42.7K | 1.67% | 18 |
|
|
2019
Q4 | $3.29M | Sell |
18,421
-236
| -1% | -$42.1K | 1.7% | 16 |
|
|
2019
Q3 | $3.07M | Sell |
18,657
-389
| -2% | -$64K | 1.66% | 17 |
|
|
2019
Q2 | $3.1M | Sell |
19,046
-554
| -3% | -$90.2K | 1.69% | 16 |
|
|
2019
Q1 | $3.08M | Sell |
19,600
-98
| -0.5% | -$15.4K | 1.71% | 16 |
|
|
2018
Q4 | $2.73M | Sell |
19,698
-211
| -1% | -$29.3K | 1.71% | 15 |
|
|
2018
Q3 | $3.22M | Sell |
19,909
-84
| -0.4% | -$13.6K | 1.79% | 15 |
|
|
2018
Q2 | $3.04M | Sell |
19,993
-330
| -2% | -$50.2K | 1.77% | 15 |
|
|
2018
Q1 | $2.99M | Sell |
20,323
-985
| -5% | -$145K | 1.77% | 15 |
|
|
2017
Q4 | $3.17M | Sell |
21,308
-618
| -3% | -$91.9K | 1.84% | 17 |
|
|
2017
Q3 | $3.07M | Sell |
21,926
-295
| -1% | -$41.3K | 1.87% | 17 |
|
|
2017
Q2 | $3.01M | Sell |
22,221
-612
| -3% | -$82.8K | 2.05% | 15 |
|
|
2017
Q1 | $3M | Sell |
22,833
-715
| -3% | -$93.8K | 2.11% | 15 |
|
|
2016
Q4 | $2.93M | Sell |
23,548
-277
| -1% | -$34.5K | 2.17% | 15 |
|
|
2016
Q3 | $2.87M | Sell |
23,825
-160
| -0.7% | -$19.3K | 2.18% | 15 |
|
|
2016
Q2 | $2.8M | Sell |
23,985
-868
| -3% | -$101K | 2.29% | 14 |
|
|
2016
Q1 | $2.84M | Sell |
24,853
-599
| -2% | -$68.3K | 2.29% | 13 |
|
|
2015
Q4 | $2.88M | Buy |
+25,452
| New | +$2.88M | 2.48% | 11 |
|