Stifel 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 | $64.3M | Buy |
189,403
+3,891
| +2% | +$1.32M | 0.06% | 299 |
|
|
2025
Q1 | $56.9M | Sell |
185,512
-61,739
| -25% | -$18.9M | 0.06% | 309 |
|
|
2024
Q4 | $79.7M | Buy |
247,251
+47,136
| +24% | +$15.2M | 0.08% | 233 |
|
|
2024
Q3 | $62.9M | Buy |
200,115
+13,901
| +7% | +$4.37M | 0.07% | 280 |
|
|
2024
Q2 | $55.4M | Buy |
186,214
+4,097
| +2% | +$1.22M | 0.06% | 284 |
|
|
2024
Q1 | $52.5M | Buy |
182,117
+5,697
| +3% | +$1.64M | 0.06% | 295 |
|
|
2023
Q4 | $46.3M | Buy |
176,420
+32,963
| +23% | +$8.65M | 0.06% | 299 |
|
|
2023
Q3 | $33.7M | Buy |
143,457
+8,015
| +6% | +$1.88M | 0.05% | 334 |
|
|
2023
Q2 | $33M | Buy |
135,442
+8,516
| +7% | +$2.08M | 0.05% | 338 |
|
|
2023
Q1 | $28.6M | Sell |
126,926
-10,011
| -7% | -$2.25M | 0.04% | 370 |
|
|
2022
Q4 | $28.8M | Buy |
136,937
+9,496
| +7% | +$2M | 0.04% | 357 |
|
|
2022
Q3 | $25.1M | Buy |
127,441
+2,614
| +2% | +$516K | 0.04% | 365 |
|
|
2022
Q2 | $25.9M | Buy |
124,827
+22,969
| +23% | +$4.77M | 0.04% | 369 |
|
|
2022
Q1 | $25.5M | Buy |
101,858
+5,732
| +6% | +$1.43M | 0.03% | 429 |
|
|
2021
Q4 | $25.4M | Sell |
96,126
-5,184
| -5% | -$1.37M | 0.03% | 429 |
|
|
2021
Q3 | $24.5M | Sell |
101,310
-1,253
| -1% | -$303K | 0.04% | 415 |
|
|
2021
Q2 | $24.8M | Buy |
102,563
+6,237
| +6% | +$1.51M | 0.04% | 401 |
|
|
2021
Q1 | $21.6M | Buy |
96,326
+7,570
| +9% | +$1.69M | 0.04% | 411 |
|
|
2020
Q4 | $18.8M | Buy |
88,756
+7,140
| +9% | +$1.51M | 0.03% | 420 |
|
|
2020
Q3 | $15.3M | Buy |
81,616
+9,841
| +14% | +$1.84M | 0.03% | 417 |
|
|
2020
Q2 | $12.3M | Sell |
71,775
-5,609
| -7% | -$963K | 0.03% | 447 |
|
|
2020
Q1 | $11M | Sell |
77,384
-8,990
| -10% | -$1.27M | 0.03% | 420 |
|
|
2019
Q4 | $15.4M | Sell |
86,374
-19,122
| -18% | -$3.41M | 0.03% | 446 |
|
|
2019
Q3 | $17.3M | Buy |
105,496
+10,664
| +11% | +$1.75M | 0.04% | 367 |
|
|
2019
Q2 | $15.4M | Buy |
94,832
+644
| +0.7% | +$105K | 0.04% | 417 |
|
|
2019
Q1 | $14.8M | Buy |
94,188
+36,542
| +63% | +$5.75M | 0.04% | 401 |
|
|
2018
Q4 | $7.99M | Sell |
57,646
-3,934
| -6% | -$545K | 0.03% | 559 |
|
|
2018
Q3 | $9.95M | Buy |
61,580
+540
| +0.9% | +$87.3K | 0.03% | 548 |
|
|
2018
Q2 | $9.27M | Buy |
61,040
+1,521
| +3% | +$231K | 0.03% | 571 |
|
|
2018
Q1 | $8.73M | Sell |
59,519
-7,454
| -11% | -$1.09M | 0.03% | 578 |
|
|
2017
Q4 | $9.94M | Sell |
66,973
-1,640
| -2% | -$243K | 0.03% | 533 |
|
|
2017
Q3 | $9.59M | Sell |
68,613
-1,012
| -1% | -$141K | 0.03% | 522 |
|
|
2017
Q2 | $9.42M | Buy |
69,625
+6,414
| +10% | +$868K | 0.03% | 506 |
|
|
2017
Q1 | $8.3M | Sell |
63,211
-1,192
| -2% | -$157K | 0.03% | 524 |
|
|
2016
Q4 | $8.01M | Buy |
64,403
+8,451
| +15% | +$1.05M | 0.03% | 495 |
|
|
2016
Q3 | $6.74M | Buy |
55,952
+28,187
| +102% | +$3.39M | 0.03% | 519 |
|
|
2016
Q2 | $3.25M | Buy |
27,765
+3,451
| +14% | +$403K | 0.02% | 793 |
|
|
2016
Q1 | $2.77M | Sell |
24,314
-90,970
| -79% | -$10.4M | 0.01% | 793 |
|
|
2015
Q4 | $13.1M | Sell |
115,284
-1,869
| -2% | -$212K | 0.07% | 300 |
|
|
2015
Q3 | $12.5M | Buy |
117,153
+2,403
| +2% | +$257K | 0.07% | 297 |
|
|
2015
Q2 | $13.3M | Sell |
114,750
-546
| -0.5% | -$63.4K | 0.07% | 304 |
|
|
2015
Q1 | $13.4M | Buy |
115,296
+6,894
| +6% | +$799K | 0.07% | 317 |
|
|
2014
Q4 | $12.4M | Buy |
108,402
+92,839
| +597% | +$10.6M | 0.07% | 347 |
|
|
2014
Q3 | $1.71M | Buy |
15,563
+257
| +2% | +$28.2K | 0.02% | 824 |
|
|
2014
Q2 | $1.69M | Buy |
15,306
+1,818
| +13% | +$200K | 0.02% | 844 |
|
|
2014
Q1 | $1.41M | Buy |
+13,488
| New | +$1.41M | 0.01% | 887 |
|