Pacifica 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 | $30.4K | Sell |
90
-177
| -66% | -$59.7K | 0.01% | 235 |
|
|
2025
Q1 | $78.7K | Hold |
267
| – | – | 0.04% | 163 |
|
|
2024
Q4 | $85.9K | Hold |
267
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $83.9K | Sell |
267
-5
| -2% | -$1.57K | 0.03% | 165 |
|
|
2024
Q2 | $82K | Hold |
272
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $77.7K | Hold |
272
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $68.3K | Hold |
272
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $63.4K | Hold |
272
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $66.3K | Hold |
272
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $60.8K | Buy |
272
+66
| +32% | +$14.8K | 0.04% | 151 |
|
|
2022
Q4 | $43.3K | Sell |
206
-6
| -3% | -$1.26K | 0.03% | 167 |
|
|
2022
Q3 | $44K | Hold |
212
| – | – | 0.03% | 173 |
|
|
2022
Q2 | $45K | Hold |
212
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $52K | Buy |
212
+6
| +3% | +$1.47K | 0.03% | 172 |
|
|
2021
Q4 | $53K | Buy |
206
+103
| +100% | +$26.5K | 0.03% | 168 |
|
|
2021
Q3 | $26K | Hold |
103
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $25K | Hold |
103
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $23K | Hold |
103
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $22K | Hold |
103
| – | – | 0.02% | 180 |
|
|
2020
Q3 | $19K | Hold |
103
| – | – | 0.02% | 171 |
|
|
2020
Q2 | $18K | Hold |
103
| – | – | 0.02% | 184 |
|
|
2020
Q1 | $15K | Buy |
+103
| New | +$15K | 0.02% | 193 |
|