SHJ
Sharkey, Howes & Javer’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,129
+9
| +0.2% | +$3.06K | 0.23% | 70 |
|
|
2025
Q1 | $1.57M | Buy |
5,120
+9
| +0.2% | +$2.76K | 0.22% | 71 |
|
|
2024
Q4 | $1.65M | Hold |
5,111
| – | – | 0.23% | 68 |
|
|
2024
Q3 | $1.61M | Sell |
5,111
-671
| -12% | -$211K | 0.23% | 66 |
|
|
2024
Q2 | $1.72M | Hold |
5,782
| – | – | 0.28% | 51 |
|
|
2024
Q1 | $1.67M | Hold |
5,782
| – | – | 0.27% | 52 |
|
|
2023
Q4 | $1.52M | Hold |
5,782
| – | – | 0.27% | 50 |
|
|
2023
Q3 | $1.36M | Hold |
5,782
| – | – | 0.26% | 54 |
|
|
2023
Q2 | $1.41M | Sell |
5,782
-220
| -4% | -$53.6K | 0.27% | 50 |
|
|
2023
Q1 | $1.35M | Buy |
6,002
+504
| +9% | +$114K | 0.29% | 45 |
|
|
2022
Q4 | $1.16M | Hold |
5,498
| – | – | 0.27% | 49 |
|
|
2022
Q3 | $1.09M | Hold |
5,498
| – | – | 0.24% | 51 |
|
|
2022
Q2 | $1.14M | Hold |
5,498
| – | – | 0.28% | 41 |
|
|
2022
Q1 | $1.38M | Sell |
5,498
-1,333
| -20% | -$333K | 0.31% | 39 |
|
|
2021
Q4 | $1.81M | Hold |
6,831
| – | – | 0.41% | 37 |
|
|
2021
Q3 | $1.65M | Sell |
6,831
-407
| -6% | -$98.4K | 0.43% | 33 |
|
|
2021
Q2 | $1.75M | Hold |
7,238
| – | – | 0.46% | 31 |
|
|
2021
Q1 | $1.62M | Sell |
7,238
-568
| -7% | -$127K | 0.51% | 30 |
|
|
2020
Q4 | $1.65M | Sell |
7,806
-244
| -3% | -$51.7K | 0.55% | 28 |
|
|
2020
Q3 | $1.51M | Buy |
8,050
+244
| +3% | +$45.7K | 0.57% | 28 |
|
|
2020
Q2 | $1.34M | Sell |
7,806
-1,006
| -11% | -$173K | 0.59% | 30 |
|
|
2020
Q1 | $1.25M | Hold |
8,812
| – | – | 0.65% | 28 |
|
|
2019
Q4 | $1.57M | Hold |
8,812
| – | – | 0.67% | 29 |
|
|
2019
Q3 | $1.45M | Buy |
8,812
+185
| +2% | +$30.4K | 0.63% | 29 |
|
|
2019
Q2 | $1.4M | Hold |
8,627
| – | – | 0.64% | 27 |
|
|
2019
Q1 | $1.36M | Hold |
8,627
| – | – | 0.63% | 28 |
|
|
2018
Q4 | $1.2M | Hold |
8,627
| – | – | 0.78% | 18 |
|
|
2018
Q3 | $1.4M | Hold |
8,627
| – | – | 0.73% | 17 |
|
|
2018
Q2 | $1.31M | Hold |
8,627
| – | – | 0.73% | 14 |
|
|
2018
Q1 | $1.27M | Sell |
8,627
-597
| -6% | -$87.6K | 0.72% | 14 |
|
|
2017
Q4 | $1.37M | Hold |
9,224
| – | – | 0.8% | 13 |
|
|
2017
Q3 | $1.31M | Hold |
9,224
| – | – | 0.69% | 12 |
|
|
2017
Q2 | $1.25M | Sell |
9,224
-283
| -3% | -$38.3K | 0.7% | 12 |
|
|
2017
Q1 | $1.25M | Hold |
9,507
| – | – | 0.66% | 14 |
|
|
2016
Q4 | $1.18M | Hold |
9,507
| – | – | 0.72% | 13 |
|
|
2016
Q3 | $1.15M | Hold |
9,507
| – | – | 0.69% | 12 |
|
|
2016
Q2 | $1.11M | Sell |
9,507
-975
| -9% | -$114K | 0.69% | 12 |
|
|
2016
Q1 | $1.2M | Sell |
10,482
-1,807
| -15% | -$206K | 0.88% | 12 |
|
|
2015
Q4 | $1.39M | Buy |
12,289
+3,566
| +41% | +$404K | 0.97% | 12 |
|
|
2015
Q3 | $961K | Buy |
+8,723
| New | +$961K | 0.74% | 15 |
|
|
2015
Q2 | – | Sell |
-8,956
| Closed | -$1.04M | – | 221 |
|
|
2015
Q1 | $1.04M | Buy |
+8,956
| New | +$1.04M | 0.67% | 17 |
|