Objective Capital Management’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
Q1 | – | Sell |
-4,275
| Closed | -$1.38M | – | 109 |
|
|
2024
Q4 | $1.38M | Sell |
4,275
-259
| -6% | -$83.4K | 0.92% | 30 |
|
|
2024
Q3 | $1.43M | Buy |
+4,534
| New | +$1.43M | 0.84% | 34 |
|
|
2024
Q1 | $1.31M | Sell |
4,541
-151
| -3% | -$43.5K | 0.88% | 34 |
|
|
2023
Q4 | $1.23M | Sell |
4,692
-1,361
| -22% | -$357K | 0.94% | 31 |
|
|
2023
Q3 | $1.42M | Sell |
6,053
-103
| -2% | -$24.2K | 1.26% | 24 |
|
|
2023
Q2 | $1.5M | Sell |
6,156
-829
| -12% | -$202K | 1.31% | 23 |
|
|
2023
Q1 | $1.57M | Sell |
6,985
-450
| -6% | -$101K | 1.44% | 21 |
|
|
2022
Q4 | $1.57M | Sell |
7,435
-817
| -10% | -$172K | 1.56% | 20 |
|
|
2022
Q3 | $1.63M | Buy |
8,252
+487
| +6% | +$96.1K | 1.74% | 19 |
|
|
2022
Q2 | $1.61M | Sell |
7,765
-683
| -8% | -$142K | 1.63% | 18 |
|
|
2022
Q1 | $2.11M | Buy |
8,448
+297
| +4% | +$74.3K | 1.62% | 19 |
|
|
2021
Q4 | $2.16M | Buy |
+8,151
| New | +$2.16M | 1.52% | 19 |
|