Morris Financial Concepts’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 | $1.5M | Buy |
4,403
+2,630
| +148% | +$893K | 0.59% | 32 |
|
|
2025
Q1 | $544K | Sell |
1,773
-100
| -5% | -$30.7K | 0.23% | 66 |
|
|
2024
Q4 | $603K | Sell |
1,873
-6
| -0.3% | -$1.93K | 0.26% | 56 |
|
|
2024
Q3 | $591K | Sell |
1,879
-101
| -5% | -$31.8K | 0.25% | 57 |
|
|
2024
Q2 | $589K | Sell |
1,980
-52
| -3% | -$15.5K | 0.28% | 50 |
|
|
2024
Q1 | $585K | Hold |
2,032
| – | – | 0.3% | 47 |
|
|
2023
Q4 | $533K | Sell |
2,032
-60
| -3% | -$15.7K | 0.3% | 46 |
|
|
2023
Q3 | $491K | Sell |
2,092
-10
| -0.5% | -$2.35K | 0.33% | 41 |
|
|
2023
Q2 | $512K | Hold |
2,102
| – | – | 0.33% | 44 |
|
|
2023
Q1 | $473K | Sell |
2,102
-54
| -3% | -$12.2K | 0.33% | 44 |
|
|
2022
Q4 | $454K | Buy |
2,156
+38
| +2% | +$8K | 0.37% | 47 |
|
|
2022
Q3 | $418K | Buy |
2,118
+191
| +10% | +$37.7K | 0.43% | 36 |
|
|
2022
Q2 | $400K | Buy |
+1,927
| New | +$400K | 0.38% | 44 |
|