Schoolcraft 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 | $32.4M | Sell |
95,291
-15,079
| -14% | -$5.12M | 6.6% | 5 |
|
|
2025
Q1 | $33.9M | Sell |
110,370
-2,774
| -2% | -$851K | 6.65% | 5 |
|
|
2024
Q4 | $36.5M | Sell |
113,144
-1,133
| -1% | -$365K | 7.61% | 4 |
|
|
2024
Q3 | $35.9M | Sell |
114,277
-2,191
| -2% | -$689K | 7.29% | 5 |
|
|
2024
Q2 | $34.7M | Buy |
116,468
+4,883
| +4% | +$1.45M | 7.44% | 5 |
|
|
2024
Q1 | $32.1M | Buy |
111,585
+264
| +0.2% | +$76K | 7.54% | 5 |
|
|
2023
Q4 | $29.2M | Buy |
111,321
+1,602
| +1% | +$420K | 7.37% | 5 |
|
|
2023
Q3 | $25.8M | Buy |
109,719
+871
| +0.8% | +$205K | 7.27% | 5 |
|
|
2023
Q2 | $26.5M | Sell |
108,848
-595
| -0.5% | -$145K | 7.28% | 5 |
|
|
2023
Q1 | $24.6M | Buy |
109,443
+716
| +0.7% | +$161K | 7.1% | 6 |
|
|
2022
Q4 | $22.9M | Sell |
108,727
-1,269
| -1% | -$267K | 7.05% | 6 |
|
|
2022
Q3 | $21.7M | Buy |
109,996
+2,577
| +2% | +$509K | 7.36% | 7 |
|
|
2022
Q2 | $22.3M | Sell |
107,419
-7,578
| -7% | -$1.57M | 7.15% | 8 |
|
|
2022
Q1 | $28.8M | Sell |
114,997
-10,900
| -9% | -$2.73M | 8.85% | 4 |
|
|
2021
Q4 | $33.3M | Buy |
125,897
+9,751
| +8% | +$2.58M | 10.08% | 2 |
|
|
2021
Q3 | $28.1M | Buy |
116,146
+5,181
| +5% | +$1.25M | 9.42% | 3 |
|
|
2021
Q2 | $26.9M | Buy |
110,965
+6,146
| +6% | +$1.49M | 9.71% | 3 |
|
|
2021
Q1 | $23.5M | Buy |
104,819
+1,380
| +1% | +$309K | 9.37% | 3 |
|
|
2020
Q4 | $21.9M | Sell |
103,439
-205
| -0.2% | -$43.4K | 9.19% | 3 |
|
|
2020
Q3 | $19.4M | Sell |
103,644
-2,095
| -2% | -$392K | 9.12% | 4 |
|
|
2020
Q2 | $18.2M | Sell |
105,739
-51
| -0% | -$8.76K | 8.99% | 5 |
|
|
2020
Q1 | $15M | Buy |
105,790
+10,351
| +11% | +$1.46M | 9.1% | 3 |
|
|
2019
Q4 | $17M | Buy |
95,439
+2,638
| +3% | +$471K | 8.67% | 3 |
|
|
2019
Q3 | $15.3M | Buy |
92,801
+2,814
| +3% | +$463K | 8.75% | 5 |
|
|
2019
Q2 | $14.6M | Buy |
89,987
+2,705
| +3% | +$440K | 8.73% | 4 |
|
|
2019
Q1 | $13.7M | Buy |
+87,282
| New | +$13.7M | 8.85% | 4 |
|