MONECO 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 | $718K | Sell |
2,114
-28
| -1% | -$9.51K | 0.07% | 232 |
|
|
2025
Q1 | $657K | Buy |
2,142
+5
| +0.2% | +$1.53K | 0.07% | 230 |
|
|
2024
Q4 | $689K | Sell |
2,137
-12
| -0.6% | -$3.87K | 0.07% | 228 |
|
|
2024
Q3 | $676K | Buy |
2,149
+5
| +0.2% | +$1.57K | 0.08% | 204 |
|
|
2024
Q2 | $638K | Sell |
2,144
-21
| -1% | -$6.25K | 0.09% | 201 |
|
|
2024
Q1 | $624K | Buy |
2,165
+5
| +0.2% | +$1.44K | 0.1% | 212 |
|
|
2023
Q4 | $566K | Buy |
2,160
+41
| +2% | +$10.8K | 0.11% | 202 |
|
|
2023
Q3 | $498K | Sell |
2,119
-25
| -1% | -$5.87K | 0.14% | 180 |
|
|
2023
Q2 | $523K | Sell |
2,144
-6
| -0.3% | -$1.46K | 0.14% | 170 |
|
|
2023
Q1 | $484K | Sell |
2,150
-14
| -0.6% | -$3.15K | 0.14% | 167 |
|
|
2022
Q4 | $456K | Buy |
2,164
+14
| +0.7% | +$2.95K | 0.16% | 142 |
|
|
2022
Q3 | $424K | Sell |
2,150
-18
| -0.8% | -$3.55K | 0.17% | 140 |
|
|
2022
Q2 | $450K | Sell |
2,168
-185
| -8% | -$38.4K | 0.17% | 132 |
|
|
2022
Q1 | $588K | Buy |
2,353
+5
| +0.2% | +$1.25K | 0.22% | 112 |
|
|
2021
Q4 | $580K | Buy |
2,348
+5
| +0.2% | +$1.24K | 0.22% | 111 |
|
|
2021
Q3 | $566K | Buy |
2,343
+25
| +1% | +$6.04K | 0.22% | 104 |
|
|
2021
Q2 | $561K | Buy |
2,318
+4
| +0.2% | +$968 | 0.26% | 95 |
|
|
2021
Q1 | $518K | Buy |
2,314
+97
| +4% | +$21.7K | 0.25% | 96 |
|
|
2020
Q4 | $478K | Sell |
2,217
-1,509
| -40% | -$325K | 0.26% | 88 |
|
|
2020
Q3 | $697K | Buy |
3,726
+124
| +3% | +$23.2K | 0.44% | 51 |
|
|
2020
Q2 | $618K | Buy |
3,602
+11
| +0.3% | +$1.89K | 0.48% | 55 |
|
|
2020
Q1 | $508K | Sell |
3,591
-1,109
| -24% | -$157K | 0.52% | 50 |
|
|
2019
Q4 | $865K | Buy |
4,700
+17
| +0.4% | +$3.13K | 0.62% | 38 |
|
|
2019
Q3 | $771K | Buy |
4,683
+16
| +0.3% | +$2.63K | 0.6% | 37 |
|
|
2019
Q2 | $760K | Buy |
4,667
+19
| +0.4% | +$3.09K | 0.61% | 37 |
|
|
2019
Q1 | $731K | Sell |
4,648
-636
| -12% | -$100K | 0.59% | 42 |
|
|
2018
Q4 | $733K | Buy |
+5,284
| New | +$733K | 0.85% | 28 |
|