Seneca Financial 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
Q2 | $4.98M | Sell |
14,660
-52
| -0.4% | -$17.7K | 1.92% | 16 |
|
|
2025
Q1 | $4.51M | Sell |
14,712
-48
| -0.3% | -$14.7K | 2.19% | 14 |
|
|
2024
Q4 | $4.76M | Sell |
14,760
-1,394
| -9% | -$449K | 2.36% | 14 |
|
|
2024
Q3 | $5.08M | Sell |
16,154
-522
| -3% | -$164K | 2.47% | 13 |
|
|
2024
Q2 | $4.96M | Sell |
16,676
-911
| -5% | -$271K | 2.57% | 13 |
|
|
2024
Q1 | $5.07M | Sell |
17,587
-50
| -0.3% | -$14.4K | 2.7% | 12 |
|
|
2023
Q4 | $4.63M | Sell |
17,637
-329
| -2% | -$86.3K | 2.68% | 11 |
|
|
2023
Q3 | $4.22M | Sell |
17,966
-620
| -3% | -$146K | 2.89% | 10 |
|
|
2023
Q2 | $4.53M | Sell |
18,586
-93
| -0.5% | -$22.7K | 3.01% | 10 |
|
|
2023
Q1 | $4.21M | Sell |
18,679
-45
| -0.2% | -$10.1K | 2.7% | 11 |
|
|
2022
Q4 | $3.94M | Sell |
18,724
-620
| -3% | -$131K | 2.49% | 14 |
|
|
2022
Q3 | $3.82M | Sell |
19,344
-52
| -0.3% | -$10.3K | 2.73% | 12 |
|
|
2022
Q2 | $4.03M | Sell |
19,396
-37
| -0.2% | -$7.69K | 2.71% | 11 |
|
|
2022
Q1 | $4.86M | Sell |
19,433
-5
| -0% | -$1.25K | 2.95% | 10 |
|
|
2021
Q4 | $5.14M | Sell |
19,438
-674
| -3% | -$178K | 3.04% | 11 |
|
|
2021
Q3 | $4.86M | Sell |
20,112
-230
| -1% | -$55.6K | 3.22% | 11 |
|
|
2021
Q2 | $4.92M | Sell |
20,342
-76
| -0.4% | -$18.4K | 3.22% | 10 |
|
|
2021
Q1 | $4.57M | Sell |
20,418
-735
| -3% | -$165K | 3.22% | 10 |
|
|
2020
Q4 | $4.48M | Buy |
+21,153
| New | +$4.48M | 3.4% | 11 |
|