Security Financial Services’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 | $3.04M | Buy |
8,950
+50
| +0.6% | +$17K | 0.54% | 43 |
|
|
2025
Q1 | $2.73M | Sell |
8,900
-67
| -0.7% | -$20.6K | 0.54% | 43 |
|
|
2024
Q4 | $2.89M | Buy |
8,967
+17
| +0.2% | +$5.48K | 0.59% | 38 |
|
|
2024
Q3 | $2.81M | Buy |
8,950
+9
| +0.1% | +$2.83K | 0.57% | 37 |
|
|
2024
Q2 | $2.66M | Sell |
8,941
-3,896
| -30% | -$1.16M | 0.58% | 38 |
|
|
2024
Q1 | $3.7M | Sell |
12,837
-284
| -2% | -$81.8K | 0.83% | 29 |
|
|
2023
Q4 | $3.44M | Sell |
13,121
-2,079
| -14% | -$545K | 0.84% | 31 |
|
|
2023
Q3 | $3.57M | Sell |
15,200
-720
| -5% | -$169K | 1.01% | 27 |
|
|
2023
Q2 | $3.88M | Sell |
15,920
-1,073
| -6% | -$262K | 1.1% | 25 |
|
|
2023
Q1 | $3.83M | Sell |
16,993
-5,816
| -25% | -$1.31M | 1.16% | 24 |
|
|
2022
Q4 | $4.8M | Buy |
22,809
+4,835
| +27% | +$1.02M | 1.49% | 20 |
|
|
2022
Q3 | $3.55M | Buy |
17,974
+13,178
| +275% | +$2.6M | 1.21% | 22 |
|
|
2022
Q2 | $996K | Buy |
4,796
+2,873
| +149% | +$597K | 0.32% | 62 |
|
|
2022
Q1 | $481K | Buy |
+1,923
| New | +$481K | 0.15% | 87 |
|