Patriot Financial Group Insurance Agency’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 | $628K | Buy |
1,849
+174
| +10% | +$59.1K | 0.07% | 276 |
|
|
2025
Q1 | $514K | Buy |
1,675
+594
| +55% | +$182K | 0.07% | 287 |
|
|
2024
Q4 | $348K | Buy |
+1,081
| New | +$348K | 0.05% | 342 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$17K | – | 1172 |
|
|
2022
Q2 | $17K | Buy |
80
+44
| +122% | +$9.35K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $9K | Hold |
36
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q4 | $10K | Hold |
36
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q3 | $9K | Hold |
36
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q2 | $9K | Sell |
36
-111
| -76% | -$27.8K | ﹤0.01% | 1476 |
|
|
2021
Q1 | $33K | Buy |
+147
| New | +$33K | 0.01% | 914 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$5K | – | 1390 |
|
|
2019
Q2 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 946 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$5K | – | 1133 |
|
|
2018
Q3 | $5K | Sell |
29
-7
| -19% | -$1.21K | ﹤0.01% | 742 |
|
|
2018
Q2 | $5K | Sell |
36
-703
| -95% | -$97.6K | 0.01% | 474 |
|
|
2018
Q1 | $106K | Buy |
739
+76
| +11% | +$10.9K | 0.08% | 203 |
|
|
2017
Q4 | $102K | Sell |
663
-638
| -49% | -$98.2K | 0.08% | 209 |
|
|
2017
Q3 | $184K | Buy |
1,301
+272
| +26% | +$38.5K | 0.16% | 112 |
|
|
2017
Q2 | $139K | Buy |
1,029
+489
| +91% | +$66.1K | 0.14% | 128 |
|
|
2017
Q1 | $71K | Sell |
540
-95
| -15% | -$12.5K | 0.07% | 181 |
|
|
2016
Q4 | $80K | Buy |
+635
| New | +$80K | 0.11% | 162 |
|