Plante Moran Financial 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 | $637K | Buy |
1,875
+386
| +26% | +$131K | 0.04% | 69 |
|
|
2025
Q1 | $457K | Hold |
1,489
| – | – | 0.04% | 86 |
|
|
2024
Q4 | $480K | Buy |
1,489
+32
| +2% | +$10.3K | 0.04% | 91 |
|
|
2024
Q3 | $458K | Sell |
1,457
-77
| -5% | -$24.2K | 0.04% | 89 |
|
|
2024
Q2 | $456K | Hold |
1,534
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $442K | Hold |
1,534
| – | – | 0.05% | 90 |
|
|
2023
Q4 | $402K | Hold |
1,534
| – | – | 0.04% | 98 |
|
|
2023
Q3 | $360K | Sell |
1,534
-124
| -7% | -$29.1K | 0.04% | 99 |
|
|
2023
Q2 | $404K | Hold |
1,658
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $373K | Sell |
1,658
-210
| -11% | -$47.3K | 0.05% | 93 |
|
|
2022
Q4 | $393K | Sell |
1,868
-1,894
| -50% | -$399K | 0.06% | 95 |
|
|
2022
Q3 | $742K | Buy |
3,762
+1,726
| +85% | +$340K | 0.13% | 57 |
|
|
2022
Q2 | $423K | Buy |
2,036
+857
| +73% | +$178K | 0.07% | 87 |
|
|
2022
Q1 | $295K | Sell |
1,179
-57
| -5% | -$14.3K | 0.06% | 124 |
|
|
2021
Q4 | $327K | Sell |
1,236
-252
| -17% | -$66.7K | 0.05% | 129 |
|
|
2021
Q3 | $360K | Buy |
1,488
+720
| +94% | +$174K | 0.08% | 125 |
|
|
2021
Q2 | $186K | Hold |
768
| – | – | 0.05% | 184 |
|
|
2021
Q1 | $172K | Sell |
768
-1,857
| -71% | -$416K | 0.05% | 189 |
|
|
2020
Q4 | $556K | Buy |
2,625
+86
| +3% | +$18.2K | 0.17% | 72 |
|
|
2020
Q3 | $475K | Buy |
2,539
+108
| +4% | +$20.2K | 0.17% | 74 |
|
|
2020
Q2 | $417K | Buy |
2,431
+101
| +4% | +$17.3K | 0.17% | 79 |
|
|
2020
Q1 | $330K | Hold |
2,330
| – | – | 0.15% | 86 |
|
|
2019
Q4 | $416K | Sell |
2,330
-23,916
| -91% | -$4.27M | 0.14% | 94 |
|
|
2019
Q3 | $4.32M | Buy |
26,246
+96
| +0.4% | +$15.8K | 1.26% | 10 |
|
|
2019
Q2 | $4.26M | Sell |
26,150
-545
| -2% | -$88.7K | 1.31% | 11 |
|
|
2019
Q1 | $4.2M | Sell |
26,695
-1,020
| -4% | -$160K | 1.3% | 11 |
|
|
2018
Q4 | $3.84M | Sell |
27,715
-4,700
| -14% | -$652K | 1.34% | 11 |
|
|
2018
Q3 | $5.24M | Sell |
32,415
-3,090
| -9% | -$500K | 1.7% | 12 |
|
|
2018
Q2 | $5.4M | Buy |
35,505
+20,834
| +142% | +$3.17M | 2.74% | 8 |
|
|
2018
Q1 | $2.16M | Sell |
14,671
-9,936
| -40% | -$1.46M | 1.17% | 14 |
|
|
2017
Q4 | $3.66M | Buy |
24,607
+374
| +2% | +$55.6K | 2.03% | 8 |
|
|
2017
Q3 | $3.39M | Buy |
24,233
+7,558
| +45% | +$1.06M | 2.02% | 8 |
|
|
2017
Q2 | $2.26M | Sell |
16,675
-399
| -2% | -$54K | 1.41% | 12 |
|
|
2017
Q1 | $2.24M | Sell |
17,074
-2,632
| -13% | -$345K | 1.35% | 11 |
|
|
2016
Q4 | $2.45M | Buy |
19,706
+4,842
| +33% | +$603K | 1.53% | 10 |
|
|
2016
Q3 | $1.79M | Buy |
14,864
+14,740
| +11,887% | +$1.78M | 1.21% | 14 |
|
|
2016
Q2 | $14K | Hold |
124
| – | – | 0.01% | 478 |
|
|
2016
Q1 | $14K | Sell |
124
-257
| -67% | -$29K | 0.01% | 434 |
|
|
2015
Q4 | $43K | Buy |
381
+257
| +207% | +$29K | 0.03% | 304 |
|
|
2015
Q3 | $13K | Hold |
124
| – | – | 0.01% | 445 |
|
|
2015
Q2 | $14K | Hold |
124
| – | – | 0.01% | 474 |
|
|
2015
Q1 | $14K | Hold |
124
| – | – | 0.01% | 462 |
|
|
2014
Q4 | $14K | Hold |
124
| – | – | 0.01% | 469 |
|
|
2014
Q3 | $14K | Hold |
124
| – | – | 0.01% | 471 |
|
|
2014
Q2 | $14K | Hold |
124
| – | – | 0.01% | 437 |
|
|
2014
Q1 | $13K | Buy |
+124
| New | +$13K | 0.01% | 311 |
|