One Advisory Partners’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 | $888K | Buy |
2,549
+128
| +5% | +$44.6K | 0.3% | 29 |
|
|
2025
Q1 | $743K | Buy |
2,421
+216
| +10% | +$66.3K | 0.32% | 28 |
|
|
2024
Q4 | $710K | Sell |
2,205
-137
| -6% | -$44.1K | 0.32% | 27 |
|
|
2024
Q3 | $736K | Sell |
2,342
-63
| -3% | -$19.8K | 0.32% | 25 |
|
|
2024
Q2 | $716K | Sell |
2,405
-700
| -23% | -$208K | 0.33% | 27 |
|
|
2024
Q1 | $894K | Sell |
3,105
-143
| -4% | -$41.2K | 0.44% | 26 |
|
|
2023
Q4 | $852K | Sell |
3,248
-92
| -3% | -$24.1K | 0.45% | 26 |
|
|
2023
Q3 | $785K | Sell |
3,340
-258
| -7% | -$60.6K | 0.46% | 25 |
|
|
2023
Q2 | $877K | Sell |
3,598
-159
| -4% | -$38.8K | 0.49% | 24 |
|
|
2023
Q1 | $846K | Buy |
3,757
+65
| +2% | +$14.6K | 0.5% | 22 |
|
|
2022
Q4 | $777K | Sell |
3,692
-978
| -21% | -$206K | 0.5% | 28 |
|
|
2022
Q3 | $922K | Sell |
4,670
-67
| -1% | -$13.2K | 0.64% | 25 |
|
|
2022
Q2 | $984K | Buy |
+4,737
| New | +$984K | 0.65% | 26 |
|