Prospera Financial Services’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 | $4.52M | Buy |
13,302
+298
| +2% | +$101K | 0.08% | 244 |
|
|
2025
Q1 | $3.99M | Buy |
13,004
+24
| +0.2% | +$7.37K | 0.09% | 235 |
|
|
2024
Q4 | $4.19M | Sell |
12,980
-1,858
| -13% | -$599K | 0.1% | 225 |
|
|
2024
Q3 | $4.67M | Buy |
14,838
+665
| +5% | +$209K | 0.12% | 188 |
|
|
2024
Q2 | $4.22M | Sell |
14,173
-1,099
| -7% | -$327K | 0.12% | 192 |
|
|
2024
Q1 | $4.4M | Buy |
15,272
+1,842
| +14% | +$531K | 0.13% | 168 |
|
|
2023
Q4 | $3.52M | Buy |
13,430
+9,560
| +247% | +$2.51M | 0.12% | 201 |
|
|
2023
Q3 | $909K | Buy |
3,870
+201
| +5% | +$47.2K | 0.04% | 437 |
|
|
2023
Q2 | $894K | Sell |
3,669
-256
| -7% | -$62.4K | 0.03% | 448 |
|
|
2023
Q1 | $884K | Sell |
3,925
-107
| -3% | -$24.1K | 0.04% | 463 |
|
|
2022
Q4 | $849K | Sell |
4,032
-759
| -16% | -$160K | 0.04% | 401 |
|
|
2022
Q3 | $946K | Buy |
4,791
+821
| +21% | +$162K | 0.05% | 380 |
|
|
2022
Q2 | $825K | Sell |
3,970
-195
| -5% | -$40.5K | 0.04% | 408 |
|
|
2022
Q1 | $1.04M | Sell |
4,165
-471
| -10% | -$118K | 0.04% | 414 |
|
|
2021
Q4 | $1.23M | Sell |
4,636
-44
| -0.9% | -$11.6K | 0.05% | 360 |
|
|
2021
Q3 | $1.13M | Sell |
4,680
-317
| -6% | -$76.6K | 0.06% | 336 |
|
|
2021
Q2 | $1.21M | Buy |
4,997
+26
| +0.5% | +$6.3K | 0.06% | 341 |
|
|
2021
Q1 | $1.11M | Buy |
4,971
+2,001
| +67% | +$448K | 0.07% | 320 |
|
|
2020
Q4 | $630K | Buy |
2,970
+1,199
| +68% | +$254K | 0.04% | 377 |
|
|
2020
Q3 | $331K | Buy |
1,771
+481
| +37% | +$89.9K | 0.13% | 143 |
|
|
2020
Q2 | $222K | Buy |
+1,290
| New | +$222K | 0.02% | 519 |
|
|
2020
Q1 | – | Sell |
-1,787
| Closed | -$319K | – | 575 |
|
|
2019
Q4 | $319K | Buy |
1,787
+264
| +17% | +$47.1K | 0.02% | 469 |
|
|
2019
Q3 | $251K | Buy |
+1,523
| New | +$251K | 0.03% | 470 |
|