Savant Capital’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 | $20.3M | Buy |
59,813
+12,896
| +27% | +$4.38M | 0.13% | 106 |
|
|
2025
Q1 | $14.4M | Sell |
46,917
-148
| -0.3% | -$45.4K | 0.1% | 124 |
|
|
2024
Q4 | $15.2M | Buy |
47,065
+3,479
| +8% | +$1.12M | 0.12% | 112 |
|
|
2024
Q3 | $13.7M | Buy |
43,586
+521
| +1% | +$164K | 0.11% | 124 |
|
|
2024
Q2 | $12.8M | Sell |
43,065
-516
| -1% | -$154K | 0.13% | 120 |
|
|
2024
Q1 | $12.6M | Sell |
43,581
-539
| -1% | -$155K | 0.14% | 109 |
|
|
2023
Q4 | $11.6M | Sell |
44,120
-864
| -2% | -$227K | 0.15% | 110 |
|
|
2023
Q3 | $10.6M | Sell |
44,984
-1,370
| -3% | -$322K | 0.16% | 108 |
|
|
2023
Q2 | $11.3M | Buy |
46,354
+40,428
| +682% | +$9.85M | 0.18% | 102 |
|
|
2023
Q1 | $1.33M | Buy |
5,926
+30
| +0.5% | +$6.76K | 0.02% | 281 |
|
|
2022
Q4 | $1.2M | Buy |
5,896
+1,257
| +27% | +$256K | 0.03% | 235 |
|
|
2022
Q3 | $915K | Buy |
4,639
+16
| +0.3% | +$3.16K | 0.03% | 241 |
|
|
2022
Q2 | $961K | Buy |
4,623
+2,474
| +115% | +$514K | 0.03% | 235 |
|
|
2022
Q1 | $537K | Sell |
2,149
-250
| -10% | -$62.5K | 0.02% | 344 |
|
|
2021
Q4 | $634K | Buy |
2,399
+1,361
| +131% | +$360K | 0.02% | 316 |
|
|
2021
Q3 | $251K | Hold |
1,038
| – | – | 0.01% | 454 |
|
|
2021
Q2 | $251K | Hold |
1,038
| – | – | 0.01% | 431 |
|
|
2021
Q1 | $232K | Buy |
1,038
+21
| +2% | +$4.69K | 0.01% | 418 |
|
|
2020
Q4 | $215K | Buy |
+1,017
| New | +$215K | 0.01% | 408 |
|