Security National Bank’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 | $654K | Hold |
1,925
| – | – | 0.11% | 80 |
|
|
2025
Q1 | $590K | Buy |
1,925
+1,433
| +291% | +$440K | 0.11% | 81 |
|
|
2024
Q4 | $159K | Buy |
+492
| New | +$159K | 0.02% | 129 |
|
|
2020
Q1 | – | Sell |
-7,325
| Closed | -$1.31M | – | 74 |
|
|
2019
Q4 | $1.31M | Hold |
7,325
| – | – | 0.58% | 48 |
|
|
2019
Q3 | $1.21M | Buy |
+7,325
| New | +$1.21M | 0.57% | 47 |
|