Smith Anglin Financial’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 | $375K | Buy |
1,106
+177
| +19% | +$60.1K | 0.03% | 141 |
|
|
2025
Q1 | $285K | Buy |
929
+2
| +0.2% | +$614 | 0.03% | 163 |
|
|
2024
Q4 | $299K | Buy |
927
+3
| +0.3% | +$966 | 0.03% | 158 |
|
|
2024
Q3 | $290K | Hold |
924
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $275K | Hold |
924
| – | – | 0.03% | 148 |
|
|
2024
Q1 | $266K | Hold |
924
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $242K | Sell |
924
-2
| -0.2% | -$525 | 0.03% | 151 |
|
|
2023
Q3 | $218K | Hold |
926
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $226K | Hold |
926
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $209K | Buy |
+926
| New | +$209K | 0.03% | 155 |
|