Silver Oak Advisory Group’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 | $360K | Hold |
1,061
| – | – | 0.17% | 52 |
|
|
2025
Q1 | $325K | Hold |
1,061
| – | – | 0.17% | 50 |
|
|
2024
Q4 | $341K | Hold |
1,061
| – | – | 0.18% | 47 |
|
|
2024
Q3 | $333K | Hold |
1,061
| – | – | 0.17% | 49 |
|
|
2024
Q2 | $315K | Hold |
1,061
| – | – | 0.17% | 49 |
|
|
2024
Q1 | $306K | Sell |
1,061
-35
| -3% | -$10.1K | 0.17% | 51 |
|
|
2023
Q4 | $287K | Hold |
1,096
| – | – | 0.17% | 50 |
|
|
2023
Q3 | $257K | Hold |
1,096
| – | – | 0.17% | 53 |
|
|
2023
Q2 | $267K | Hold |
1,096
| – | – | 0.17% | 48 |
|
|
2023
Q1 | $246K | Hold |
1,096
| – | – | 0.17% | 49 |
|
|
2022
Q4 | $230K | Hold |
1,096
| – | – | 0.16% | 50 |
|
|
2022
Q3 | $216K | Hold |
1,096
| – | – | 0.16% | 50 |
|
|
2022
Q2 | $228K | Hold |
1,096
| – | – | 0.16% | 52 |
|
|
2022
Q1 | $274K | Hold |
1,096
| – | – | 0.18% | 45 |
|
|
2021
Q4 | $290K | Buy |
+1,096
| New | +$290K | 0.18% | 45 |
|