Mutual 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 | $2.79M | Buy |
7,960
+869
| +12% | +$304K | 0.07% | 254 |
|
|
2025
Q1 | $2.14M | Buy |
7,091
+676
| +11% | +$204K | 0.06% | 274 |
|
|
2024
Q4 | $2.09M | Buy |
6,415
+454
| +8% | +$148K | 0.06% | 271 |
|
|
2024
Q3 | $1.89M | Sell |
5,961
-2,656
| -31% | -$844K | 0.06% | 292 |
|
|
2024
Q2 | $2.57M | Sell |
8,617
-393
| -4% | -$117K | 0.08% | 228 |
|
|
2024
Q1 | $2.6M | Sell |
9,010
-79
| -0.9% | -$22.8K | 0.08% | 220 |
|
|
2023
Q4 | $2.38M | Sell |
9,089
-1,168
| -11% | -$306K | 0.08% | 229 |
|
|
2023
Q3 | $2.41M | Sell |
10,257
-753
| -7% | -$177K | 0.09% | 206 |
|
|
2023
Q2 | $2.68M | Sell |
11,010
-506
| -4% | -$123K | 0.1% | 195 |
|
|
2023
Q1 | $2.59M | Buy |
11,516
+736
| +7% | +$166K | 0.11% | 195 |
|
|
2022
Q4 | $2.27M | Buy |
10,780
+1,087
| +11% | +$229K | 0.1% | 202 |
|
|
2022
Q3 | $1.91M | Buy |
9,693
+725
| +8% | +$143K | 0.1% | 201 |
|
|
2022
Q2 | $1.86M | Buy |
8,968
+2,434
| +37% | +$506K | 0.12% | 188 |
|
|
2022
Q1 | $1.63M | Buy |
6,534
+183
| +3% | +$45.8K | 0.09% | 249 |
|
|
2021
Q4 | $1.68M | Buy |
6,351
+4,957
| +356% | +$1.31M | 0.09% | 261 |
|
|
2021
Q3 | $337K | Buy |
1,394
+22
| +2% | +$5.32K | 0.02% | 681 |
|
|
2021
Q2 | $332K | Buy |
1,372
+16
| +1% | +$3.87K | 0.02% | 656 |
|
|
2021
Q1 | $303K | Buy |
1,356
+407
| +43% | +$90.9K | 0.02% | 631 |
|
|
2020
Q4 | $201K | Sell |
949
-626
| -40% | -$133K | 0.01% | 703 |
|
|
2020
Q3 | $295K | Buy |
+1,575
| New | +$295K | 0.03% | 547 |
|