Oldfather Financial Services’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 | $1.03M | Buy |
3,042
+266
| +10% | +$90.3K | 0.36% | 36 |
|
|
2025
Q1 | $852K | Buy |
2,776
+4
| +0.1% | +$1.23K | 0.32% | 36 |
|
|
2024
Q4 | $893K | Sell |
2,772
-311
| -10% | -$100K | 0.34% | 33 |
|
|
2024
Q3 | $969K | Sell |
3,083
-1
| -0% | -$314 | 0.37% | 32 |
|
|
2024
Q2 | $918K | Sell |
3,084
-220
| -7% | -$65.5K | 0.38% | 32 |
|
|
2024
Q1 | $952K | Hold |
3,304
| – | – | 0.39% | 32 |
|
|
2023
Q4 | $867K | Buy |
3,304
+22
| +0.7% | +$5.77K | 0.39% | 32 |
|
|
2023
Q3 | $771K | Sell |
3,282
-63
| -2% | -$14.8K | 0.39% | 32 |
|
|
2023
Q2 | $815K | Buy |
3,345
+638
| +24% | +$156K | 0.4% | 33 |
|
|
2023
Q1 | $610K | Sell |
2,707
-21
| -0.8% | -$4.73K | 0.32% | 37 |
|
|
2022
Q4 | $574K | Buy |
2,728
+57
| +2% | +$12K | 0.33% | 37 |
|
|
2022
Q3 | $527K | Buy |
2,671
+544
| +26% | +$107K | 0.33% | 38 |
|
|
2022
Q2 | $470K | Hold |
2,127
| – | – | 0.27% | 41 |
|
|
2022
Q1 | $503K | Hold |
2,127
| – | – | 0.27% | 41 |
|
|
2021
Q4 | $528K | Sell |
2,127
-325
| -13% | -$80.7K | 0.28% | 42 |
|
|
2021
Q3 | $645K | Sell |
2,452
-81
| -3% | -$21.3K | 0.33% | 39 |
|
|
2021
Q2 | $632K | Sell |
2,533
-220
| -8% | -$54.9K | 0.35% | 38 |
|
|
2021
Q1 | $636K | Hold |
2,753
| – | – | 0.37% | 34 |
|
|
2020
Q4 | $607K | Buy |
2,753
+31
| +1% | +$6.84K | 0.36% | 34 |
|
|
2020
Q3 | $531K | Buy |
2,722
+757
| +39% | +$148K | 0.38% | 36 |
|
|
2020
Q2 | $355K | Hold |
1,965
| – | – | 0.28% | 43 |
|
|
2020
Q1 | $311K | Buy |
+1,965
| New | +$311K | 0.3% | 43 |
|