Nadler Financial Group’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 | $2.7M | Sell |
7,937
-325
| -4% | -$110K | 0.28% | 37 |
|
|
2025
Q1 | $2.53M | Sell |
8,262
-400
| -5% | -$123K | 0.28% | 36 |
|
|
2024
Q4 | $2.79M | Sell |
8,662
-2,685
| -24% | -$865K | 0.29% | 35 |
|
|
2024
Q3 | $3.57M | Sell |
11,347
-3,771
| -25% | -$1.19M | 0.39% | 31 |
|
|
2024
Q2 | $4.5M | Buy |
15,118
+150
| +1% | +$44.6K | 0.53% | 27 |
|
|
2024
Q1 | $4.31M | Sell |
14,968
-225
| -1% | -$64.8K | 0.53% | 27 |
|
|
2023
Q4 | $3.98M | Sell |
15,193
-1,220
| -7% | -$320K | 0.54% | 26 |
|
|
2023
Q3 | $3.86M | Buy |
16,413
+210
| +1% | +$49.3K | 0.58% | 26 |
|
|
2023
Q2 | $3.95M | Buy |
16,203
+285
| +2% | +$69.5K | 0.58% | 25 |
|
|
2023
Q1 | $3.59M | Buy |
15,918
+1,400
| +10% | +$315K | 0.57% | 27 |
|
|
2022
Q4 | $3.06M | Buy |
14,518
+7,886
| +119% | +$1.66M | 0.53% | 25 |
|
|
2022
Q3 | $1.31M | Buy |
6,632
+632
| +11% | +$125K | 0.25% | 38 |
|
|
2022
Q2 | $1.25M | Buy |
6,000
+695
| +13% | +$144K | 0.23% | 40 |
|
|
2022
Q1 | $1.33M | Buy |
5,305
+610
| +13% | +$153K | 0.21% | 42 |
|
|
2021
Q4 | $1.24M | Buy |
4,695
+1,090
| +30% | +$288K | 0.18% | 47 |
|
|
2021
Q3 | $871K | Buy |
3,605
+240
| +7% | +$58K | 0.14% | 53 |
|
|
2021
Q2 | $815K | Buy |
3,365
+1,280
| +61% | +$310K | 0.13% | 53 |
|
|
2021
Q1 | $467K | Buy |
2,085
+875
| +72% | +$196K | 0.08% | 68 |
|
|
2020
Q4 | $256K | Buy |
+1,210
| New | +$256K | 0.05% | 93 |
|
|
2020
Q1 | – | Sell |
-1,165
| Closed | -$208K | – | 99 |
|
|
2019
Q4 | $208K | Buy |
+1,165
| New | +$208K | 0.05% | 99 |
|