Sage Financial Group’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 | $2.48M | Sell |
7,292
-75
| -1% | -$25.5K | 0.18% | 36 |
|
|
2025
Q1 | $2.26M | Hold |
7,367
| – | – | 0.18% | 37 |
|
|
2024
Q4 | $2.37M | Hold |
7,367
| – | – | 0.19% | 38 |
|
|
2024
Q3 | $2.32M | Sell |
7,367
-39
| -0.5% | -$12.3K | 0.19% | 37 |
|
|
2024
Q2 | $2.2M | Sell |
7,406
-335
| -4% | -$99.7K | 0.19% | 37 |
|
|
2024
Q1 | $2.23M | Sell |
7,741
-63
| -0.8% | -$18.1K | 0.2% | 37 |
|
|
2023
Q4 | $2.05M | Buy |
7,804
+160
| +2% | +$42K | 0.2% | 38 |
|
|
2023
Q3 | $1.8M | Sell |
7,644
-151
| -2% | -$35.5K | 0.2% | 37 |
|
|
2023
Q2 | $1.9M | Sell |
7,795
-150
| -2% | -$36.6K | 0.2% | 36 |
|
|
2023
Q1 | $1.79M | Sell |
7,945
-19
| -0.2% | -$4.28K | 0.2% | 37 |
|
|
2022
Q4 | $1.68M | Hold |
7,964
| – | – | 0.2% | 38 |
|
|
2022
Q3 | $1.57M | Sell |
7,964
-25
| -0.3% | -$4.94K | 0.22% | 33 |
|
|
2022
Q2 | $1.66M | Buy |
+7,989
| New | +$1.66M | 0.22% | 33 |
|
|
2019
Q4 | – | Sell |
-10,396
| Closed | -$1.71M | – | 69 |
|
|
2019
Q3 | $1.71M | Buy |
10,396
+1
| +0% | +$165 | 0.25% | 33 |
|
|
2019
Q2 | $1.69M | Sell |
10,395
-54
| -0.5% | -$8.79K | 0.25% | 34 |
|
|
2019
Q1 | $1.64M | Sell |
10,449
-239
| -2% | -$37.6K | 0.25% | 32 |
|
|
2018
Q4 | $1.48M | Buy |
+10,688
| New | +$1.48M | 0.25% | 36 |
|
|
2016
Q1 | – | Sell |
-5,650
| Closed | -$640K | – | 55 |
|
|
2015
Q4 | $640K | Buy |
+5,650
| New | +$640K | 0.21% | 23 |
|
|
2014
Q1 | – | Sell |
-6,029
| Closed | -$622K | – | 45 |
|
|
2013
Q4 | $622K | Buy |
+6,029
| New | +$622K | 0.3% | 17 |
|