Moneta Group Investment 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 | $26.3M | Buy |
77,307
+4,694
| +6% | +$1.59M | 0.31% | 53 |
|
|
2025
Q1 | $22.3M | Buy |
72,613
+11,407
| +19% | +$3.5M | 0.31% | 54 |
|
|
2024
Q4 | $19.7M | Buy |
61,206
+1,249
| +2% | +$402K | 0.28% | 59 |
|
|
2024
Q3 | $18.9M | Sell |
59,957
-812
| -1% | -$255K | 0.27% | 57 |
|
|
2024
Q2 | $18.1M | Buy |
60,769
+766
| +1% | +$228K | 0.29% | 58 |
|
|
2024
Q1 | $17.3M | Buy |
60,003
+278
| +0.5% | +$80.1K | 0.28% | 58 |
|
|
2023
Q4 | $15.7M | Buy |
59,725
+13,030
| +28% | +$3.42M | 0.31% | 56 |
|
|
2023
Q3 | $11M | Buy |
46,695
+1,194
| +3% | +$280K | 0.25% | 60 |
|
|
2023
Q2 | $11.1M | Buy |
45,501
+2,433
| +6% | +$593K | 0.25% | 62 |
|
|
2023
Q1 | $9.7M | Buy |
43,068
+7,926
| +23% | +$1.79M | 0.23% | 66 |
|
|
2022
Q4 | $7.89M | Buy |
35,142
+3,925
| +13% | +$881K | 0.22% | 74 |
|
|
2022
Q3 | $6.16M | Sell |
31,217
-5,441
| -15% | -$1.07M | 0.23% | 80 |
|
|
2022
Q2 | $7.62M | Buy |
36,658
+9,901
| +37% | +$2.06M | 0.26% | 75 |
|
|
2022
Q1 | $6.69M | Buy |
26,757
+285
| +1% | +$71.3K | 0.26% | 73 |
|
|
2021
Q4 | $7M | Buy |
26,472
+255
| +1% | +$67.4K | 0.28% | 67 |
|
|
2021
Q3 | $6.34M | Buy |
26,217
+866
| +3% | +$209K | 0.29% | 67 |
|
|
2021
Q2 | $6.14M | Buy |
25,351
+345
| +1% | +$83.5K | 0.28% | 74 |
|
|
2021
Q1 | $5.6M | Buy |
25,006
+1,970
| +9% | +$441K | 0.3% | 72 |
|
|
2020
Q4 | $4.88M | Buy |
23,036
+1,433
| +7% | +$304K | 0.35% | 62 |
|
|
2020
Q3 | $4.04M | Sell |
21,603
-1,055
| -5% | -$197K | 0.35% | 60 |
|
|
2020
Q2 | $3.89M | Buy |
22,658
+3,609
| +19% | +$620K | 0.37% | 57 |
|
|
2020
Q1 | $2.7M | Buy |
19,049
+671
| +4% | +$95K | 0.28% | 67 |
|
|
2019
Q4 | $3.28M | Sell |
18,378
-231
| -1% | -$41.2K | 0.28% | 62 |
|
|
2019
Q3 | $3.06M | Buy |
18,609
+17,049
| +1,093% | +$2.81M | 0.29% | 64 |
|
|
2019
Q2 | $254K | Buy |
1,560
+3
| +0.2% | +$488 | 0.03% | 201 |
|
|
2019
Q1 | $245K | Hold |
1,557
| – | – | 0.03% | 192 |
|
|
2018
Q4 | $216K | Sell |
1,557
-1
| -0.1% | -$139 | 0.03% | 192 |
|
|
2018
Q3 | $252K | Sell |
1,558
-1,791
| -53% | -$290K | 0.03% | 195 |
|
|
2018
Q2 | $509K | Hold |
3,349
| – | – | 0.06% | 170 |
|
|
2018
Q1 | $492K | Hold |
3,349
| – | – | 0.07% | 123 |
|
|
2017
Q4 | $498K | Sell |
3,349
-285
| -8% | -$42.4K | 0.08% | 120 |
|
|
2017
Q3 | $508K | Buy |
3,634
+475
| +15% | +$66.4K | 0.08% | 116 |
|
|
2017
Q2 | $427K | Buy |
3,159
+1,601
| +103% | +$216K | 0.07% | 139 |
|
|
2017
Q1 | $204K | Sell |
1,558
-380
| -20% | -$49.8K | 0.04% | 155 |
|
|
2016
Q4 | $241K | Hold |
1,938
| – | – | 0.05% | 144 |
|
|
2016
Q3 | $233K | Hold |
1,938
| – | – | 0.05% | 126 |
|
|
2016
Q2 | $227K | Buy |
+1,938
| New | +$227K | 0.05% | 146 |
|