RSS
Rosenblum Silverman Sutton’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
7,494
-35
| -0.5% | -$11.9K | 0.62% | 36 |
|
|
2025
Q1 | $2.31M | Buy |
7,529
+318
| +4% | +$97.5K | 0.64% | 37 |
|
|
2024
Q4 | $2.32M | Sell |
7,211
-20
| -0.3% | -$6.44K | 0.58% | 38 |
|
|
2024
Q3 | $2.27M | Buy |
7,231
+140
| +2% | +$44K | 0.58% | 37 |
|
|
2024
Q2 | $2.11M | Hold |
7,091
| – | – | 0.57% | 38 |
|
|
2024
Q1 | $2.04M | Buy |
7,091
+7
| +0.1% | +$2.02K | 0.58% | 40 |
|
|
2023
Q4 | $1.86M | Buy |
7,084
+30
| +0.4% | +$7.87K | 0.59% | 39 |
|
|
2023
Q3 | $1.66M | Hold |
7,054
| – | – | 0.56% | 43 |
|
|
2023
Q2 | $1.72M | Sell |
7,054
-34
| -0.5% | -$8.29K | 0.57% | 43 |
|
|
2023
Q1 | $1.6M | Sell |
7,088
-355
| -5% | -$80K | 0.58% | 42 |
|
|
2022
Q4 | $1.57M | Sell |
7,443
-220
| -3% | -$46.3K | 0.57% | 42 |
|
|
2022
Q3 | $1.51M | Sell |
7,663
-2,390
| -24% | -$472K | 0.55% | 46 |
|
|
2022
Q2 | $2.09M | Buy |
10,053
+40
| +0.4% | +$8.31K | 0.68% | 42 |
|
|
2022
Q1 | $2.5M | Buy |
10,013
+1,190
| +13% | +$298K | 0.64% | 42 |
|
|
2021
Q4 | $2.33M | Buy |
8,823
+1,057
| +14% | +$279K | 0.53% | 44 |
|
|
2021
Q3 | $1.88M | Buy |
7,766
+635
| +9% | +$153K | 0.43% | 45 |
|
|
2021
Q2 | $1.73M | Buy |
7,131
+1,233
| +21% | +$298K | 0.39% | 45 |
|
|
2021
Q1 | $1.32M | Buy |
5,898
+1,588
| +37% | +$355K | 0.34% | 46 |
|
|
2020
Q4 | $913K | Buy |
4,310
+305
| +8% | +$64.6K | 0.24% | 46 |
|
|
2020
Q3 | $750K | Sell |
4,005
-973
| -20% | -$182K | 0.21% | 46 |
|
|
2020
Q2 | $855K | Sell |
4,978
-858
| -15% | -$147K | 0.27% | 45 |
|
|
2020
Q1 | $826K | Buy |
+5,836
| New | +$826K | 0.33% | 48 |
|