SHFA
SC&H Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
5,271
+3
| +0.1% | +$1.02K | 0.31% | 43 |
|
|
2025
Q1 | $1.62M | Buy |
5,268
+2
| +0% | +$614 | 0.32% | 41 |
|
|
2024
Q4 | $1.7M | Buy |
5,266
+3
| +0.1% | +$966 | 0.35% | 39 |
|
|
2024
Q3 | $1.65M | Buy |
5,263
+3
| +0.1% | +$943 | 0.36% | 39 |
|
|
2024
Q2 | $1.56M | Buy |
5,260
+3
| +0.1% | +$893 | 0.38% | 38 |
|
|
2024
Q1 | $1.51M | Buy |
5,257
+3
| +0.1% | +$864 | 0.39% | 39 |
|
|
2023
Q4 | $1.38M | Buy |
5,254
+7
| +0.1% | +$1.84K | 0.4% | 40 |
|
|
2023
Q3 | $1.23M | Hold |
5,247
| – | – | 0.41% | 39 |
|
|
2023
Q2 | $1.28M | Buy |
5,247
+10
| +0.2% | +$2.44K | 0.42% | 39 |
|
|
2023
Q1 | $1.18M | Buy |
5,237
+14
| +0.3% | +$3.15K | 0.43% | 44 |
|
|
2022
Q4 | $1.1M | Buy |
5,223
+925
| +22% | +$195K | 0.46% | 50 |
|
|
2022
Q3 | $848K | Sell |
4,298
-397
| -8% | -$78.3K | 0.42% | 49 |
|
|
2022
Q2 | $976K | Buy |
4,695
+1,889
| +67% | +$393K | 0.46% | 46 |
|
|
2022
Q1 | $702K | Buy |
2,806
+9
| +0.3% | +$2.25K | 0.33% | 63 |
|
|
2021
Q4 | $740K | Buy |
+2,797
| New | +$740K | 0.41% | 57 |
|