Sightline Wealth 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 | $1.63M | Buy |
4,793
+5
| +0.1% | +$1.7K | 0.79% | 26 |
|
|
2025
Q1 | $1.47M | Sell |
4,788
-175
| -4% | -$53.7K | 0.77% | 29 |
|
|
2024
Q4 | $1.6M | Buy |
4,963
+7
| +0.1% | +$2.26K | 0.86% | 24 |
|
|
2024
Q3 | $1.56M | Buy |
4,956
+7
| +0.1% | +$2.2K | 0.86% | 24 |
|
|
2024
Q2 | $1.47M | Buy |
4,949
+5
| +0.1% | +$1.49K | 0.92% | 21 |
|
|
2024
Q1 | $1.42M | Buy |
4,944
+6
| +0.1% | +$1.73K | 0.94% | 24 |
|
|
2023
Q4 | $1.29M | Buy |
4,938
+17
| +0.3% | +$4.46K | 0.98% | 21 |
|
|
2023
Q3 | $1.16M | Buy |
4,921
+6
| +0.1% | +$1.41K | 1.08% | 21 |
|
|
2023
Q2 | $1.11M | Hold |
4,915
| – | – | 1.1% | 20 |
|
|
2023
Q1 | $1.11M | Buy |
4,915
+8
| +0.2% | +$1.8K | 1.13% | 20 |
|
|
2022
Q4 | $1.03M | Buy |
4,907
+574
| +13% | +$121K | 1.11% | 20 |
|
|
2022
Q3 | $877K | Hold |
4,333
| – | – | 1.03% | 16 |
|
|
2022
Q2 | $896K | Buy |
4,333
+4
| +0.1% | +$827 | 0.88% | 19 |
|
|
2022
Q1 | $1.08M | Sell |
4,329
-556
| -11% | -$139K | 0.9% | 18 |
|
|
2021
Q4 | $1.3M | Buy |
4,885
+10
| +0.2% | +$2.66K | 1.16% | 13 |
|
|
2021
Q3 | $1.18M | Hold |
4,875
| – | – | 0.98% | 17 |
|
|
2021
Q2 | $1.18M | Buy |
4,875
+8
| +0.2% | +$1.94K | 0.98% | 16 |
|
|
2021
Q1 | $1.09M | Sell |
4,867
-200
| -4% | -$44.9K | 1.01% | 16 |
|
|
2020
Q4 | $1.07M | Buy |
+5,067
| New | +$1.07M | 1.06% | 14 |
|