SCM
Stordahl Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
4,474
-10
| -0.2% | -$3.4K | 0.34% | 22 |
|
|
2025
Q1 | $1.38M | Sell |
4,484
-56
| -1% | -$17.2K | 0.33% | 23 |
|
|
2024
Q4 | $1.46M | Sell |
4,540
-20
| -0.4% | -$6.44K | 0.35% | 23 |
|
|
2024
Q3 | $1.42M | Sell |
4,560
-201
| -4% | -$62.6K | 0.34% | 23 |
|
|
2024
Q2 | $1.42M | Sell |
4,761
-210
| -4% | -$62.5K | 0.35% | 22 |
|
|
2024
Q1 | $1.43M | Sell |
4,971
-2,012
| -29% | -$580K | 0.36% | 23 |
|
|
2023
Q4 | $1.83M | Sell |
6,983
-30
| -0.4% | -$7.87K | 0.5% | 21 |
|
|
2023
Q3 | $1.65M | Hold |
7,013
| – | – | 0.5% | 20 |
|
|
2023
Q2 | $1.71M | Sell |
7,013
-133
| -2% | -$32.4K | 0.49% | 22 |
|
|
2023
Q1 | $1.61M | Hold |
7,146
| – | – | 0.49% | 22 |
|
|
2022
Q4 | $1.5M | Buy |
7,146
+5
| +0.1% | +$1.05K | 0.49% | 22 |
|
|
2022
Q3 | $1.41M | Buy |
7,141
+197
| +3% | +$38.9K | 0.51% | 21 |
|
|
2022
Q2 | $1.44M | Buy |
6,944
+45
| +0.7% | +$9.35K | 0.55% | 22 |
|
|
2022
Q1 | $1.73M | Hold |
6,899
| – | – | 0.64% | 20 |
|
|
2021
Q4 | $1.82M | Sell |
6,899
-310
| -4% | -$82K | 0.68% | 20 |
|
|
2021
Q3 | $1.74M | Sell |
7,209
-21
| -0.3% | -$5.07K | 0.69% | 20 |
|
|
2021
Q2 | $1.75M | Buy |
7,230
+440
| +6% | +$107K | 0.71% | 20 |
|
|
2021
Q1 | $1.52M | Hold |
6,790
| – | – | 0.64% | 20 |
|
|
2020
Q4 | $1.44M | Hold |
6,790
| – | – | 0.65% | 20 |
|
|
2020
Q3 | $1.27M | Sell |
6,790
-27
| -0.4% | -$5.05K | 0.66% | 20 |
|
|
2020
Q2 | $1.17M | Hold |
6,817
| – | – | 0.65% | 21 |
|
|
2020
Q1 | $927K | Sell |
6,817
-30
| -0.4% | -$4.08K | 0.57% | 21 |
|
|
2019
Q4 | $1.22M | Buy |
6,847
+17
| +0.2% | +$3.03K | 0.49% | 24 |
|
|
2019
Q3 | $1.12M | Hold |
6,830
| – | – | 0.45% | 24 |
|
|
2019
Q2 | $1.14M | Hold |
6,830
| – | – | 0.44% | 24 |
|
|
2019
Q1 | $1.1M | Hold |
6,830
| – | – | 0.45% | 25 |
|
|
2018
Q4 | $947K | Sell |
6,830
-1,008
| -13% | -$140K | 0.46% | 24 |
|
|
2018
Q3 | $1.2M | Sell |
7,838
-236
| -3% | -$36K | 0.53% | 22 |
|
|
2018
Q2 | $1.23M | Sell |
8,074
-65
| -0.8% | -$9.88K | 0.55% | 22 |
|
|
2018
Q1 | $1.2M | Hold |
8,139
| – | – | 0.57% | 23 |
|
|
2017
Q4 | $1.21M | Buy |
+8,139
| New | +$1.21M | 0.58% | 24 |
|