SkyOak Wealth’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 | $392K | Hold |
1,153
| – | – | 0.08% | 145 |
|
|
2025
Q1 | $354K | Buy |
1,153
+2
| +0.2% | +$613 | 0.08% | 146 |
|
|
2024
Q4 | $371K | Sell |
1,151
-123
| -10% | -$39.6K | 0.08% | 143 |
|
|
2024
Q3 | $401K | Sell |
1,274
-2
| -0.2% | -$629 | 0.09% | 131 |
|
|
2024
Q2 | $380K | Sell |
1,276
-555
| -30% | -$165K | 0.09% | 141 |
|
|
2024
Q1 | $527K | Hold |
1,831
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $480K | Sell |
1,831
-239
| -12% | -$62.7K | 0.13% | 126 |
|
|
2023
Q3 | $486K | Buy |
2,070
+565
| +38% | +$133K | 0.14% | 110 |
|
|
2023
Q2 | $367K | Hold |
1,505
| – | – | 0.1% | 146 |
|
|
2023
Q1 | $339K | Sell |
1,505
-25
| -2% | -$5.63K | 0.1% | 151 |
|
|
2022
Q4 | $322K | Hold |
1,530
| – | – | 0.11% | 153 |
|
|
2022
Q3 | $302K | Buy |
1,530
+47
| +3% | +$9.28K | 0.11% | 152 |
|
|
2022
Q2 | $308K | Buy |
1,483
+58
| +4% | +$12K | 0.11% | 154 |
|
|
2022
Q1 | $356K | Hold |
1,425
| – | – | 0.1% | 156 |
|
|
2021
Q4 | $377K | Hold |
1,425
| – | – | 0.1% | 153 |
|
|
2021
Q3 | $344K | Sell |
1,425
-5
| -0.3% | -$1.21K | 0.09% | 156 |
|
|
2021
Q2 | $346K | Hold |
1,430
| – | – | 0.09% | 154 |
|
|
2021
Q1 | $338K | Sell |
1,430
-132
| -8% | -$31.2K | 0.09% | 156 |
|
|
2020
Q4 | $331K | Sell |
1,562
-96
| -6% | -$20.3K | 0.1% | 153 |
|
|
2020
Q3 | $310K | Hold |
1,658
| – | – | 0.11% | 153 |
|
|
2020
Q2 | $285K | Buy |
1,658
+38
| +2% | +$6.53K | 0.11% | 190 |
|
|
2020
Q1 | $229K | Sell |
1,620
-1
| -0.1% | -$141 | 0.12% | 182 |
|
|
2019
Q4 | $289K | Buy |
+1,621
| New | +$289K | 0.09% | 236 |
|