Schechter Investment Advisors’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 | $521K | Hold |
1,700
| – | – | 0.04% | 354 |
|
|
2024
Q4 | $548K | Hold |
1,700
| – | – | 0.04% | 368 |
|
|
2024
Q3 | $534K | Buy |
1,700
+182
| +12% | +$57.2K | 0.04% | 386 |
|
|
2024
Q2 | $452K | Hold |
1,518
| – | – | 0.03% | 396 |
|
|
2024
Q1 | $437K | Buy |
+1,518
| New | +$437K | 0.03% | 406 |
|
|
2022
Q2 | – | Sell |
-1,285
| Closed | -$321K | – | 980 |
|
|
2022
Q1 | $321K | Sell |
1,285
-25
| -2% | -$6.25K | 0.03% | 682 |
|
|
2021
Q4 | $347K | Buy |
+1,310
| New | +$347K | 0.03% | 631 |
|