Sabal Trust’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
Q1 | $2.64M | Hold |
8,607
| – | – | 0.15% | 91 |
|
|
2024
Q4 | $2.77M | Hold |
8,607
| – | – | 0.16% | 89 |
|
|
2024
Q3 | $2.71M | Hold |
8,607
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $2.56M | Hold |
8,607
| – | – | 0.15% | 79 |
|
|
2024
Q1 | $2.48M | Hold |
8,607
| – | – | 0.14% | 79 |
|
|
2023
Q4 | $2.26M | Hold |
8,607
| – | – | 0.14% | 75 |
|
|
2023
Q3 | $2.02M | Hold |
8,607
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $2.1M | Buy |
8,607
+5,910
| +219% | +$1.44M | 0.13% | 73 |
|
|
2023
Q1 | $607K | Sell |
2,697
-3,923
| -59% | -$884K | 0.04% | 86 |
|
|
2022
Q4 | $1.39M | Buy |
6,620
+414
| +7% | +$87.2K | 0.09% | 67 |
|
|
2022
Q3 | $1.23M | Hold |
6,206
| – | – | 0.09% | 67 |
|
|
2022
Q2 | $1.29M | Hold |
6,206
| – | – | 0.09% | 69 |
|
|
2022
Q1 | $1.55M | Buy |
6,206
+409
| +7% | +$102K | 0.11% | 64 |
|
|
2021
Q4 | $1.53M | Buy |
5,797
+40
| +0.7% | +$10.6K | 0.1% | 67 |
|
|
2021
Q3 | $1.39M | Buy |
5,757
+300
| +5% | +$72.5K | 0.1% | 66 |
|
|
2021
Q2 | $1.32M | Sell |
5,457
-35
| -0.6% | -$8.47K | 0.1% | 65 |
|
|
2021
Q1 | $1.23M | Buy |
5,492
+3,213
| +141% | +$719K | 0.09% | 71 |
|
|
2020
Q4 | $483K | Buy |
2,279
+1,179
| +107% | +$250K | 0.04% | 90 |
|
|
2020
Q3 | $206K | Buy |
+1,100
| New | +$206K | 0.02% | 132 |
|