Sowell Financial Services’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 | $662K | Hold |
1,949
| – | – | 0.03% | 536 |
|
|
2025
Q1 | $598K | Buy |
+1,949
| New | +$598K | 0.03% | 542 |
|
|
2023
Q2 | – | Sell |
-1,267
| Closed | -$285K | – | 687 |
|
|
2023
Q1 | $285K | Buy |
+1,267
| New | +$285K | 0.02% | 574 |
|
|
2021
Q2 | – | Sell |
-945
| Closed | -$223K | – | 1629 |
|
|
2021
Q1 | $223K | Buy |
945
+182
| +24% | +$42.9K | 0.01% | 991 |
|
|
2020
Q4 | $162K | Sell |
763
-254
| -25% | -$53.9K | 0.01% | 936 |
|
|
2020
Q3 | $190K | Buy |
1,017
+290
| +40% | +$54.2K | 0.01% | 746 |
|
|
2020
Q2 | $125K | Buy |
727
+73
| +11% | +$12.6K | 0.01% | 898 |
|
|
2020
Q1 | $93K | Sell |
654
-120
| -16% | -$17.1K | 0.01% | 866 |
|
|
2019
Q4 | $138K | Hold |
774
| – | – | 0.01% | 819 |
|
|
2019
Q3 | $127K | Buy |
+774
| New | +$127K | 0.01% | 767 |
|
|
2018
Q1 | – | Sell |
-8,899
| Closed | -$1.38M | – | 289 |
|
|
2017
Q4 | $1.38M | Buy |
+8,899
| New | +$1.38M | 0.34% | 72 |
|
|
2017
Q1 | – | Sell |
-63
| Closed | -$8K | – | 417 |
|
|
2016
Q4 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 500 |
|