MPS Loria Financial Planners’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 | $113M | Sell |
332,397
-9,863
| -3% | -$3.35M | 33.21% | 1 |
|
|
2025
Q1 | $105M | Sell |
342,260
-35,658
| -9% | -$10.9M | 31.14% | 1 |
|
|
2024
Q4 | $122M | Sell |
377,918
-6,367
| -2% | -$2.05M | 36.04% | 1 |
|
|
2024
Q3 | $121M | Buy |
384,285
+4,552
| +1% | +$1.43M | 36.01% | 1 |
|
|
2024
Q2 | $113M | Sell |
379,733
-6,389
| -2% | -$1.9M | 36.41% | 1 |
|
|
2024
Q1 | $111M | Buy |
386,122
+21,657
| +6% | +$6.24M | 37.35% | 1 |
|
|
2023
Q4 | $95.6M | Sell |
364,465
-1,099
| -0.3% | -$288K | 33.57% | 1 |
|
|
2023
Q3 | $85.9M | Buy |
365,564
+5,630
| +2% | +$1.32M | 33.64% | 1 |
|
|
2023
Q2 | $87.7M | Sell |
359,934
-5,118
| -1% | -$1.25M | 32.97% | 1 |
|
|
2023
Q1 | $82.2M | Sell |
365,052
-6,438
| -2% | -$1.45M | 33.23% | 1 |
|
|
2022
Q4 | $78.2M | Buy |
371,490
+32,681
| +10% | +$6.88M | 34.75% | 1 |
|
|
2022
Q3 | $66.9M | Sell |
338,809
-24,093
| -7% | -$4.75M | 25.95% | 1 |
|
|
2022
Q2 | $75.4M | Buy |
362,902
+7,365
| +2% | +$1.53M | 34.01% | 1 |
|
|
2022
Q1 | $88.9M | Buy |
355,537
+763
| +0.2% | +$191K | 37.33% | 1 |
|
|
2021
Q4 | $93.8M | Sell |
354,774
-423
| -0.1% | -$112K | 38.24% | 1 |
|
|
2021
Q3 | $85.9M | Buy |
355,197
+8,468
| +2% | +$2.05M | 39.32% | 1 |
|
|
2021
Q2 | $83.9M | Buy |
346,729
+9,221
| +3% | +$2.23M | 38.7% | 1 |
|
|
2021
Q1 | $75.5M | Buy |
337,508
+9,079
| +3% | +$2.03M | 35.17% | 1 |
|
|
2020
Q4 | $68.6M | Sell |
328,429
-5,007
| -2% | -$1.05M | 30.81% | 1 |
|
|
2020
Q3 | $62.4M | Sell |
333,436
-1,458
| -0.4% | -$273K | 32.28% | 1 |
|
|
2020
Q2 | $57.5M | Buy |
334,894
+7,960
| +2% | +$1.37M | 30.79% | 1 |
|
|
2020
Q1 | $46.3M | Sell |
326,934
-1,908
| -0.6% | -$270K | 35.55% | 1 |
|
|
2019
Q4 | $58.7M | Sell |
328,842
-846
| -0.3% | -$151K | 34.6% | 1 |
|
|
2019
Q3 | $54.2M | Sell |
329,688
-2,456
| -0.7% | -$404K | 35.26% | 1 |
|
|
2019
Q2 | $54.1M | Buy |
332,144
+7,489
| +2% | +$1.22M | 34.56% | 1 |
|
|
2019
Q1 | $51.1M | Sell |
324,655
-613
| -0.2% | -$96.4K | 33.87% | 1 |
|
|
2018
Q4 | $45.1M | Buy |
325,268
+8,721
| +3% | +$1.21M | 32.38% | 1 |
|
|
2018
Q3 | $50.7M | Buy |
+316,547
| New | +$50.7M | 31.72% | 1 |
|
|
2018
Q2 | – | Sell |
-300,657
| Closed | -$44.2M | – | 67 |
|
|
2018
Q1 | $44.2M | Buy |
300,657
+112
| +0% | +$16.4K | 31.12% | 1 |
|
|
2017
Q4 | $44.7M | Sell |
300,545
-1,935
| -0.6% | -$288K | 30.51% | 1 |
|
|
2017
Q3 | $42.3M | Buy |
302,480
+1,505
| +0.5% | +$211K | 30.27% | 1 |
|
|
2017
Q2 | $41.2M | Buy |
+300,975
| New | +$41.2M | 27.6% | 1 |
|