Retirement Planning Group (Kansas)’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 | $1.03M | Hold |
3,030
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $929K | Hold |
3,030
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $976K | Hold |
3,030
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $953K | Buy |
3,030
+56
| +2% | +$17.6K | 0.05% | 125 |
|
|
2024
Q2 | $885K | Sell |
2,974
-178
| -6% | -$53K | 0.06% | 112 |
|
|
2024
Q1 | $908K | Buy |
3,152
+27
| +0.9% | +$7.78K | 0.07% | 109 |
|
|
2023
Q4 | $820K | Sell |
3,125
-95
| -3% | -$24.9K | 0.07% | 94 |
|
|
2023
Q3 | $756K | Hold |
3,220
| – | – | 0.08% | 71 |
|
|
2023
Q2 | $785K | Buy |
3,220
+85
| +3% | +$20.7K | 0.08% | 74 |
|
|
2023
Q1 | $706K | Buy |
3,135
+234
| +8% | +$52.7K | 0.08% | 70 |
|
|
2022
Q4 | $611K | Sell |
2,901
-55
| -2% | -$11.6K | 0.07% | 78 |
|
|
2022
Q3 | $583K | Sell |
2,956
-58
| -2% | -$11.4K | 0.07% | 74 |
|
|
2022
Q2 | $626K | Sell |
3,014
-340
| -10% | -$70.6K | 0.08% | 65 |
|
|
2022
Q1 | $839K | Hold |
3,354
| – | – | 0.09% | 54 |
|
|
2021
Q4 | $887K | Sell |
3,354
-376
| -10% | -$99.4K | 0.09% | 46 |
|
|
2021
Q3 | $902K | Hold |
3,730
| – | – | 0.1% | 39 |
|
|
2021
Q2 | $903K | Hold |
3,730
| – | – | 0.1% | 45 |
|
|
2021
Q1 | $835K | Sell |
3,730
-210
| -5% | -$47K | 0.12% | 33 |
|
|
2020
Q4 | $835K | Sell |
3,940
-12
| -0.3% | -$2.54K | 0.12% | 34 |
|
|
2020
Q3 | $740K | Buy |
3,952
+584
| +17% | +$109K | 0.12% | 36 |
|
|
2020
Q2 | $578K | Sell |
3,368
-233
| -6% | -$40K | 0.11% | 39 |
|
|
2020
Q1 | $510K | Buy |
3,601
+2
| +0.1% | +$283 | 0.12% | 35 |
|
|
2019
Q4 | $642K | Sell |
3,599
-3
| -0.1% | -$535 | 0.13% | 40 |
|
|
2019
Q3 | $593K | Sell |
3,602
-344
| -9% | -$56.6K | 0.13% | 37 |
|
|
2019
Q2 | $642K | Sell |
3,946
-7
| -0.2% | -$1.14K | 0.15% | 35 |
|
|
2019
Q1 | $622K | Sell |
3,953
-103
| -3% | -$16.2K | 0.15% | 37 |
|
|
2018
Q4 | $563K | Sell |
4,056
-68
| -2% | -$9.44K | 0.15% | 37 |
|
|
2018
Q3 | $667K | Sell |
4,124
-25
| -0.6% | -$4.04K | 0.17% | 30 |
|
|
2018
Q2 | $631K | Sell |
4,149
-123
| -3% | -$18.7K | 0.17% | 30 |
|
|
2018
Q1 | $627K | Sell |
4,272
-870
| -17% | -$128K | 0.17% | 28 |
|
|
2017
Q4 | $764K | Sell |
5,142
-306
| -6% | -$45.5K | 0.21% | 26 |
|
|
2017
Q3 | $762K | Buy |
5,448
+35
| +0.6% | +$4.9K | 0.22% | 27 |
|
|
2017
Q2 | $732K | Sell |
5,413
-316
| -6% | -$42.7K | 0.22% | 28 |
|
|
2017
Q1 | $752K | Sell |
5,729
-404
| -7% | -$53K | 0.23% | 29 |
|
|
2016
Q4 | $763K | Buy |
6,133
+43
| +0.7% | +$5.35K | 0.24% | 28 |
|
|
2016
Q3 | $734K | Sell |
6,090
-2,843
| -32% | -$343K | 0.24% | 28 |
|
|
2016
Q2 | $1.04M | Buy |
8,933
+5
| +0.1% | +$584 | 0.35% | 27 |
|
|
2016
Q1 | $1.02M | Sell |
8,928
-153
| -2% | -$17.4K | 0.36% | 28 |
|
|
2015
Q4 | $1.03M | Buy |
9,081
+145
| +2% | +$16.4K | 0.38% | 29 |
|
|
2015
Q3 | $957K | Sell |
8,936
-222
| -2% | -$23.8K | 0.42% | 30 |
|
|
2015
Q2 | $1.06M | Sell |
9,158
-255
| -3% | -$29.6K | 0.43% | 32 |
|
|
2015
Q1 | $1.09M | Sell |
9,413
-798
| -8% | -$92.4K | 0.43% | 36 |
|
|
2014
Q4 | $1.17M | Sell |
10,211
-409
| -4% | -$46.9K | 0.36% | 38 |
|
|
2014
Q3 | $1.17M | Sell |
10,620
-120
| -1% | -$13.2K | 0.36% | 33 |
|
|
2014
Q2 | $1.18M | Sell |
10,740
-67
| -0.6% | -$7.38K | 0.36% | 34 |
|
|
2014
Q1 | $1.13M | Sell |
10,807
-460
| -4% | -$48.2K | 0.37% | 36 |
|
|
2013
Q4 | $1.16M | Sell |
11,267
-2,085
| -16% | -$215K | 0.41% | 35 |
|
|
2013
Q3 | $1.26M | Sell |
13,352
-885
| -6% | -$83.3K | 0.46% | 37 |
|
|
2013
Q2 | $1.28M | Buy |
+14,237
| New | +$1.28M | 0.53% | 37 |
|