SPA
Sentinel Pension Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Sell |
16,361
-23
| -0.1% | -$7.81K | 0.94% | 20 |
|
|
2025
Q1 | $5.03M | Sell |
16,384
-356
| -2% | -$109K | 0.92% | 21 |
|
|
2024
Q4 | $5.39M | Sell |
16,740
-2,117
| -11% | -$682K | 1% | 18 |
|
|
2024
Q3 | $5.93M | Sell |
18,857
-478
| -2% | -$150K | 1.14% | 18 |
|
|
2024
Q2 | $5.75M | Sell |
19,335
-200
| -1% | -$59.5K | 1.19% | 18 |
|
|
2024
Q1 | $5.63M | Sell |
19,535
-8
| -0% | -$2.3K | 1.2% | 16 |
|
|
2023
Q4 | $5.13M | Sell |
19,543
-3,558
| -15% | -$933K | 1.22% | 18 |
|
|
2023
Q3 | $5.43M | Buy |
23,101
+14
| +0.1% | +$3.29K | 1.32% | 14 |
|
|
2023
Q2 | $5.63M | Sell |
23,087
-271
| -1% | -$66.1K | 1.36% | 16 |
|
|
2023
Q1 | $5.23M | Sell |
23,358
-114
| -0.5% | -$25.5K | 1.32% | 17 |
|
|
2022
Q4 | $4.94M | Sell |
23,472
-1,519
| -6% | -$320K | 1.55% | 14 |
|
|
2022
Q3 | $4.93M | Sell |
24,991
-4,503
| -15% | -$888K | 1.72% | 13 |
|
|
2022
Q2 | $6.13M | Buy |
29,494
+6,527
| +28% | +$1.36M | 2.06% | 12 |
|
|
2022
Q1 | $5.74M | Sell |
22,967
-423
| -2% | -$106K | 1.95% | 16 |
|
|
2021
Q4 | $6.19M | Sell |
23,390
-1,176
| -5% | -$311K | 1.95% | 13 |
|
|
2021
Q3 | $5.94M | Sell |
24,566
-739
| -3% | -$179K | 2.02% | 12 |
|
|
2021
Q2 | $6.13M | Buy |
25,305
+20,815
| +464% | +$5.04M | 2.15% | 12 |
|
|
2021
Q1 | $207K | Sell |
4,490
-22,913
| -84% | -$1.06M | 0.08% | 64 |
|
|
2020
Q4 | $5.81M | Sell |
27,403
-10,844
| -28% | -$2.3M | 2.12% | 13 |
|
|
2020
Q3 | $7.16M | Sell |
38,247
-2,471
| -6% | -$462K | 2.77% | 11 |
|
|
2020
Q2 | $6.99M | Sell |
40,718
-8,094
| -17% | -$1.39M | 2.92% | 11 |
|
|
2020
Q1 | $6.91M | Buy |
+48,812
| New | +$6.91M | 3.36% | 10 |
|