Moser Wealth 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 | $621K | Hold |
1,829
| – | – | 0.3% | 59 |
|
|
2025
Q1 | $561K | Buy |
1,829
+25
| +1% | +$7.67K | 0.29% | 61 |
|
|
2024
Q4 | $581K | Buy |
1,804
+46
| +3% | +$14.8K | 0.3% | 55 |
|
|
2024
Q3 | $553K | Sell |
1,758
-25
| -1% | -$7.86K | 0.29% | 59 |
|
|
2024
Q2 | $531K | Sell |
1,783
-15
| -0.8% | -$4.46K | 0.29% | 58 |
|
|
2024
Q1 | $518K | Buy |
1,798
+834
| +87% | +$240K | 0.29% | 58 |
|
|
2023
Q4 | $253K | Buy |
964
+56
| +6% | +$14.7K | 0.16% | 66 |
|
|
2023
Q3 | $213K | Hold |
908
| – | – | 0.15% | 63 |
|
|
2023
Q2 | $221K | Buy |
+908
| New | +$221K | 0.15% | 62 |
|
|
2022
Q4 | $269K | Sell |
1,278
-250
| -16% | -$52.6K | 0.2% | 58 |
|
|
2022
Q3 | $302K | Hold |
1,528
| – | – | 0.24% | 60 |
|
|
2022
Q2 | $317K | Buy |
1,528
+27
| +2% | +$5.6K | 0.24% | 59 |
|
|
2022
Q1 | $375K | Sell |
1,501
-10
| -0.7% | -$2.5K | 0.23% | 59 |
|
|
2021
Q4 | $400K | Hold |
1,511
| – | – | 0.24% | 60 |
|
|
2021
Q3 | $365K | Buy |
1,511
+97
| +7% | +$23.4K | 0.23% | 62 |
|
|
2021
Q2 | $342K | Hold |
1,414
| – | – | 0.22% | 63 |
|
|
2021
Q1 | $316K | Hold |
1,414
| – | – | 0.22% | 60 |
|
|
2020
Q4 | $300K | Sell |
1,414
-3
| -0.2% | -$636 | 0.22% | 57 |
|
|
2020
Q3 | $265K | Buy |
1,417
+272
| +24% | +$50.9K | 0.21% | 55 |
|
|
2020
Q2 | $197K | Hold |
1,145
| – | – | 0.19% | 53 |
|
|
2020
Q1 | $162K | Buy |
1,145
+440
| +62% | +$62.3K | 0.19% | 52 |
|
|
2019
Q4 | $126K | Buy |
+705
| New | +$126K | 0.12% | 62 |
|