One Wealth 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 | $2.31M | Buy |
6,797
+336
| +5% | +$114K | 0.32% | 60 |
|
|
2025
Q1 | $1.98M | Sell |
6,461
-2,433
| -27% | -$746K | 0.3% | 62 |
|
|
2024
Q4 | $2.87M | Buy |
8,894
+5,322
| +149% | +$1.71M | 0.43% | 46 |
|
|
2024
Q3 | $1.12M | Sell |
3,572
-9
| -0.3% | -$2.83K | 0.17% | 75 |
|
|
2024
Q2 | $1.05M | Buy |
3,581
+335
| +10% | +$97.8K | 0.22% | 59 |
|
|
2024
Q1 | $935K | Sell |
3,246
-6,566
| -67% | -$1.89M | 0.16% | 79 |
|
|
2023
Q4 | $2.57M | Buy |
9,812
+5,977
| +156% | +$1.57M | 0.5% | 41 |
|
|
2023
Q3 | $901K | Buy |
3,835
+50
| +1% | +$11.7K | 0.2% | 68 |
|
|
2023
Q2 | $923K | Sell |
3,785
-41
| -1% | -$9.99K | 0.19% | 67 |
|
|
2023
Q1 | $862K | Sell |
3,826
-14,674
| -79% | -$3.31M | 0.2% | 70 |
|
|
2022
Q4 | $3.89M | Buy |
18,500
+14,095
| +320% | +$2.97M | 0.89% | 27 |
|
|
2022
Q3 | $869K | Buy |
4,405
+788
| +22% | +$155K | 0.28% | 50 |
|
|
2022
Q2 | $751K | Buy |
3,617
+2,512
| +227% | +$522K | 0.2% | 65 |
|
|
2022
Q1 | $276K | Sell |
1,105
-6,241
| -85% | -$1.56M | 0.07% | 159 |
|
|
2021
Q4 | $1.94M | Buy |
+7,346
| New | +$1.94M | 0.49% | 39 |
|
|
2021
Q1 | – | Sell |
-2,923
| Closed | -$619K | – | 161 |
|
|
2020
Q4 | $619K | Buy |
+2,923
| New | +$619K | 0.34% | 27 |
|
|
2020
Q1 | – | Sell |
-9,215
| Closed | -$1.64M | – | 117 |
|
|
2019
Q4 | $1.64M | Buy |
+9,215
| New | +$1.64M | 1.21% | 9 |
|
|
2019
Q1 | – | Sell |
-46,490
| Closed | -$6.45M | – | 578 |
|
|
2018
Q4 | $6.45M | Buy |
+46,490
| New | +$6.45M | 6.42% | 5 |
|