RTD 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 | $34.7M | Buy |
102,283
+6,067
| +6% | +$2.06M | 4.44% | 6 |
|
|
2025
Q1 | $29.5M | Sell |
96,216
-4,489
| -4% | -$1.38M | 3.97% | 7 |
|
|
2024
Q4 | $32.4M | Sell |
100,705
-1,373
| -1% | -$442K | 4.16% | 7 |
|
|
2024
Q3 | $32.1M | Sell |
102,078
-725
| -0.7% | -$228K | 4.06% | 6 |
|
|
2024
Q2 | $30.6M | Sell |
102,803
-2,556
| -2% | -$761K | 4.11% | 7 |
|
|
2024
Q1 | $30.3M | Sell |
105,359
-1,412
| -1% | -$407K | 4.08% | 7 |
|
|
2023
Q4 | $28M | Sell |
106,771
-2,857
| -3% | -$749K | 3.93% | 7 |
|
|
2023
Q3 | $25.8M | Sell |
109,628
-1,879
| -2% | -$441K | 3.93% | 7 |
|
|
2023
Q2 | $27.2M | Sell |
111,507
-1,426
| -1% | -$348K | 3.95% | 7 |
|
|
2023
Q1 | $25.4M | Sell |
112,933
-107
| -0.1% | -$24.1K | 3.93% | 7 |
|
|
2022
Q4 | $23.8M | Sell |
113,040
-465
| -0.4% | -$97.9K | 3.88% | 6 |
|
|
2022
Q3 | $22.4M | Sell |
113,505
-3,650
| -3% | -$720K | 4.12% | 6 |
|
|
2022
Q2 | $24.3M | Buy |
117,155
+14,917
| +15% | +$3.1M | 3.73% | 6 |
|
|
2022
Q1 | $25.6M | Buy |
102,238
+931
| +0.9% | +$233K | 3.45% | 7 |
|
|
2021
Q4 | $26.8M | Buy |
+101,307
| New | +$26.8M | 3.51% | 8 |
|