Sand Hill Global Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sand Hill Global Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.43M	Buy	13,038 +2,375	+22%	+$806K	0.16%	82
2025 Q1	$3.27M	Sell	10,663 -79	-0.7%	-$24.2K	0.13%	85
2024 Q4	$3.46M	Sell	10,742 -59	-0.5%	-$19K	0.15%	79
2024 Q3	$3.4M	Buy	10,801 +161	+2%	+$50.6K	0.14%	80
2024 Q2	$3.17M	Sell	10,640 -626	-6%	-$186K	0.14%	83
2024 Q1	$3.25M	Sell	11,266 -221	-2%	-$63.7K	0.15%	76
2023 Q4	$3.01M	Sell	11,487 -217	-2%	-$56.9K	0.15%	81
2023 Q3	$2.75M	Sell	11,704 -123	-1%	-$28.9K	0.15%	72
2023 Q2	$2.88M	Buy	11,827 +812	+7%	+$198K	0.14%	74
2023 Q1	$2.48M	Sell	11,015 -4,955	-31%	-$1.12M	0.13%	75
2022 Q4	$3.36M	Buy	15,970 +2,718	+21%	+$572K	0.19%	68
2022 Q3	$2.62M	Buy	13,252 +94	+0.7%	+$18.5K	0.16%	72
2022 Q2	$2.73M	Buy	13,158 +2,062	+19%	+$428K	0.16%	76
2022 Q1	$2.78M	Buy	11,096 +866	+8%	+$217K	0.15%	70
2021 Q4	$2.71M	Hold	10,230	–	–	0.15%	73
2021 Q3	$2.47M	Sell	10,230 -220	-2%	-$53.2K	0.15%	71
2021 Q2	$2.53M	Hold	10,450	–	–	0.15%	70
2021 Q1	$2.34M	Sell	10,450 -194	-2%	-$43.4K	0.15%	67
2020 Q4	$2.26M	Buy	10,644 +87	+0.8%	+$18.4K	0.15%	69
2020 Q3	$1.98M	Sell	10,557 -435	-4%	-$81.4K	0.15%	65
2020 Q2	$1.89M	Sell	10,992 -353	-3%	-$60.6K	0.15%	66
2020 Q1	$1.61M	Sell	11,345 -430	-4%	-$60.9K	0.15%	67
2019 Q4	$2.1M	Buy	11,775 +4,973	+73%	+$887K	0.19%	66
2019 Q3	$1.12M	Buy	6,802 +15	+0.2%	+$2.47K	0.11%	70
2019 Q2	$1.11M	Buy	6,787 +318	+5%	+$51.8K	0.11%	64
2019 Q1	$1.02M	Buy	6,469 +50	+0.8%	+$7.87K	0.1%	64
2018 Q4	$890K	Hold	6,419	–	–	0.1%	67
2018 Q3	$1.04M	Hold	6,419	–	–	0.1%	62
2018 Q2	$976K	Hold	6,419	–	–	0.1%	65
2018 Q1	$943K	Sell	6,419 -659	-9%	-$96.8K	0.91%	22
2017 Q4	$1.05M	Sell	7,078 -842	-11%	-$125K	0.1%	62
2017 Q3	$1.11M	Hold	7,920	–	–	0.12%	62
2017 Q2	$1.07M	Buy	+7,920	New	+$1.07M	0.12%	65