Stegner Investment Associates’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 | $8.48M | Sell |
24,963
-1,542
| -6% | -$524K | 5.19% | 4 |
|
|
2025
Q1 | $8.13M | Buy |
26,505
+5
| +0% | +$1.53K | 5.68% | 4 |
|
|
2024
Q4 | $8.54M | Sell |
26,500
-145
| -0.5% | -$46.7K | 5.65% | 4 |
|
|
2024
Q3 | $8.38M | Sell |
26,645
-25
| -0.1% | -$7.86K | 5.69% | 4 |
|
|
2024
Q2 | $7.94M | Sell |
26,670
-378
| -1% | -$112K | 5.71% | 4 |
|
|
2024
Q1 | $7.79M | Buy |
27,048
+6
| +0% | +$1.73K | 5.71% | 4 |
|
|
2023
Q4 | $7.09M | Buy |
27,042
+1,738
| +7% | +$456K | 5.62% | 4 |
|
|
2023
Q3 | $5.94M | Sell |
25,304
-938
| -4% | -$220K | 5.13% | 4 |
|
|
2023
Q2 | $6.4M | Sell |
26,242
-297
| -1% | -$72.4K | 5.26% | 4 |
|
|
2023
Q1 | $6M | Sell |
26,539
-193
| -0.7% | -$43.6K | 5.26% | 4 |
|
|
2022
Q4 | $5.63M | Buy |
26,732
+165
| +0.6% | +$34.7K | 5.16% | 4 |
|
|
2022
Q3 | $5.36M | Buy |
26,567
+10
| +0% | +$2.02K | 5.15% | 4 |
|
|
2022
Q2 | $5.52M | Sell |
26,557
-1,505
| -5% | -$313K | 5.3% | 4 |
|
|
2022
Q1 | $7.02M | Sell |
28,062
-639
| -2% | -$160K | 5.53% | 4 |
|
|
2021
Q4 | $7.59M | Buy |
28,701
+1,056
| +4% | +$279K | 5.4% | 4 |
|
|
2021
Q3 | $6.68M | Buy |
27,645
+359
| +1% | +$86.8K | 5.05% | 4 |
|
|
2021
Q2 | $6.61M | Sell |
27,286
-1,031
| -4% | -$250K | 4.96% | 4 |
|
|
2021
Q1 | $6.34M | Buy |
28,317
+229
| +0.8% | +$51.3K | 5.14% | 4 |
|
|
2020
Q4 | $5.95M | Sell |
28,088
-42,902
| -60% | -$9.09M | 5.04% | 5 |
|
|
2020
Q3 | $13.3M | Buy |
+70,990
| New | +$13.3M | 13.03% | 3 |
|