SNS Financial 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 | $1.07M | Hold |
3,151
| – | – | 0.1% | 80 |
|
|
2025
Q1 | $967K | Hold |
3,151
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $1.02M | Hold |
3,151
| – | – | 0.1% | 83 |
|
|
2024
Q3 | $991K | Hold |
3,151
| – | – | 0.1% | 89 |
|
|
2024
Q2 | $938K | Hold |
3,151
| – | – | 0.1% | 87 |
|
|
2024
Q1 | $908K | Hold |
3,151
| – | – | 0.1% | 87 |
|
|
2023
Q4 | $826K | Hold |
3,151
| – | – | 0.1% | 92 |
|
|
2023
Q3 | $743K | Buy |
3,151
+1,046
| +50% | +$247K | 0.1% | 88 |
|
|
2023
Q2 | $513K | Hold |
2,105
| – | – | 0.07% | 108 |
|
|
2023
Q1 | $474K | Hold |
2,105
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $443K | Hold |
2,105
| – | – | 0.06% | 118 |
|
|
2022
Q3 | $415K | Buy |
2,105
+20
| +1% | +$3.94K | 0.06% | 118 |
|
|
2022
Q2 | $433K | Buy |
2,085
+35
| +2% | +$7.27K | 0.06% | 116 |
|
|
2022
Q1 | $513K | Hold |
2,050
| – | – | 0.06% | 117 |
|
|
2021
Q4 | $542K | Hold |
2,050
| – | – | 0.06% | 124 |
|
|
2021
Q3 | $496K | Buy |
2,050
+975
| +91% | +$236K | 0.06% | 122 |
|
|
2021
Q2 | $260K | Hold |
1,075
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $241K | Hold |
1,075
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $228K | Hold |
1,075
| – | – | 0.03% | 168 |
|
|
2020
Q3 | $201K | Buy |
+1,075
| New | +$201K | 0.03% | 176 |
|
|
2014
Q1 | – | Sell |
-7,755
| Closed | -$800K | – | 94 |
|
|
2013
Q4 | $800K | Buy |
7,755
+75
| +1% | +$7.74K | 0.37% | 48 |
|
|
2013
Q3 | $723K | Sell |
7,680
-84
| -1% | -$7.91K | 0.46% | 36 |
|
|
2013
Q2 | $698K | Buy |
+7,764
| New | +$698K | 0.26% | 32 |
|