Riverbridge 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 | $672K | Hold |
1,980
| – | – | 0.01% | 144 |
|
|
2025
Q1 | $607K | Sell |
1,980
-224
| -10% | -$68.7K | 0.01% | 145 |
|
|
2024
Q4 | $710K | Hold |
2,204
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $693K | Hold |
2,204
| – | – | 0.01% | 135 |
|
|
2024
Q2 | $656K | Hold |
2,204
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $635K | Hold |
2,204
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $578K | Sell |
2,204
-54
| -2% | -$14.2K | 0.01% | 145 |
|
|
2023
Q3 | $530K | Hold |
2,258
| – | – | 0.01% | 144 |
|
|
2023
Q2 | $550K | Sell |
2,258
-364
| -14% | -$88.7K | 0.01% | 140 |
|
|
2023
Q1 | $591K | Hold |
2,622
| – | – | 0.01% | 141 |
|
|
2022
Q4 | $552K | Hold |
2,622
| – | – | 0.01% | 147 |
|
|
2022
Q3 | $517K | Hold |
2,622
| – | – | 0.01% | 148 |
|
|
2022
Q2 | $545K | Hold |
2,622
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $656K | Sell |
2,622
-55
| -2% | -$13.8K | 0.01% | 129 |
|
|
2021
Q4 | $708K | Sell |
2,677
-270
| -9% | -$71.4K | 0.01% | 133 |
|
|
2021
Q3 | $712K | Hold |
2,947
| – | – | 0.01% | 127 |
|
|
2021
Q2 | $713K | Sell |
2,947
-31
| -1% | -$7.5K | 0.01% | 125 |
|
|
2021
Q1 | $667K | Buy |
2,978
+15
| +0.5% | +$3.36K | 0.01% | 126 |
|
|
2020
Q4 | $628K | Sell |
2,963
-384
| -11% | -$81.4K | 0.01% | 125 |
|
|
2020
Q3 | $626K | Sell |
3,347
-233
| -7% | -$43.6K | 0.01% | 121 |
|
|
2020
Q2 | $615K | Sell |
3,580
-121
| -3% | -$20.8K | 0.01% | 116 |
|
|
2020
Q1 | $524K | Sell |
3,701
-69
| -2% | -$9.77K | 0.01% | 120 |
|
|
2019
Q4 | $673K | Hold |
3,770
| – | – | 0.01% | 119 |
|
|
2019
Q3 | $620K | Hold |
3,770
| – | – | 0.01% | 116 |
|
|
2019
Q2 | $614K | Sell |
3,770
-61
| -2% | -$9.94K | 0.01% | 113 |
|
|
2019
Q1 | $603K | Buy |
3,831
+169
| +5% | +$26.6K | 0.01% | 110 |
|
|
2018
Q4 | $508K | Sell |
3,662
-166
| -4% | -$23K | 0.01% | 117 |
|
|
2018
Q3 | $619K | Hold |
3,828
| – | – | 0.01% | 115 |
|
|
2018
Q2 | $582K | Sell |
3,828
-68
| -2% | -$10.3K | 0.01% | 110 |
|
|
2018
Q1 | $572K | Buy |
3,896
+130
| +3% | +$19.1K | 0.01% | 113 |
|
|
2017
Q4 | $560K | Sell |
3,766
-188
| -5% | -$28K | 0.01% | 115 |
|
|
2017
Q3 | $553K | Sell |
3,954
-7
| -0.2% | -$979 | 0.01% | 117 |
|
|
2017
Q2 | $536K | Sell |
3,961
-251
| -6% | -$34K | 0.01% | 122 |
|
|
2017
Q1 | $553K | Buy |
4,212
+86
| +2% | +$11.3K | 0.01% | 115 |
|
|
2016
Q4 | $514K | Sell |
4,126
-31
| -0.7% | -$3.86K | 0.01% | 117 |
|
|
2016
Q3 | $501K | Sell |
4,157
-470
| -10% | -$56.6K | 0.01% | 112 |
|
|
2016
Q2 | $541K | Buy |
4,627
+87
| +2% | +$10.2K | 0.01% | 113 |
|
|
2016
Q1 | $518K | Buy |
4,540
+63
| +1% | +$7.19K | 0.01% | 116 |
|
|
2015
Q4 | $507K | Buy |
4,477
+45
| +1% | +$5.1K | 0.01% | 117 |
|
|
2015
Q3 | $474K | Buy |
4,432
+4
| +0.1% | +$428 | 0.01% | 116 |
|
|
2015
Q2 | $514K | Buy |
4,428
+136
| +3% | +$15.8K | 0.01% | 113 |
|
|
2015
Q1 | $497K | Buy |
4,292
+147
| +4% | +$17K | 0.01% | 111 |
|
|
2014
Q4 | $475K | Sell |
4,145
-12
| -0.3% | -$1.38K | 0.01% | 111 |
|
|
2014
Q3 | $457K | Sell |
4,157
-127
| -3% | -$14K | 0.01% | 110 |
|
|
2014
Q2 | $472K | Sell |
4,284
-955
| -18% | -$105K | 0.01% | 114 |
|
|
2014
Q1 | $549K | Buy |
5,239
+254
| +5% | +$26.6K | 0.01% | 109 |
|
|
2013
Q4 | $514K | Buy |
4,985
+45
| +0.9% | +$4.64K | 0.01% | 106 |
|
|
2013
Q3 | $465K | Buy |
4,940
+641
| +15% | +$60.3K | 0.01% | 104 |
|
|
2013
Q2 | $387K | Buy |
+4,299
| New | +$387K | 0.01% | 110 |
|