SFS
Summit Financial Strategies’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
13,053
+1,174
| +10% | +$399K | 0.41% | 25 |
|
|
2025
Q1 | $3.64M | Sell |
11,879
-843
| -7% | -$259K | 0.37% | 27 |
|
|
2024
Q4 | $4.1M | Sell |
12,722
-122
| -0.9% | -$39.3K | 0.45% | 26 |
|
|
2024
Q3 | $4.04M | Sell |
12,844
-391
| -3% | -$123K | 0.45% | 26 |
|
|
2024
Q2 | $3.94M | Sell |
13,235
-130
| -1% | -$38.7K | 0.49% | 24 |
|
|
2024
Q1 | $3.85M | Sell |
13,365
-202
| -1% | -$58.2K | 0.54% | 24 |
|
|
2023
Q4 | $3.56M | Buy |
13,567
+321
| +2% | +$84.2K | 0.54% | 25 |
|
|
2023
Q3 | $3.11M | Sell |
13,246
-243
| -2% | -$57.1K | 0.59% | 21 |
|
|
2023
Q2 | $3.29M | Sell |
13,489
-3,329
| -20% | -$811K | 0.61% | 21 |
|
|
2023
Q1 | $3.79M | Buy |
16,818
+877
| +6% | +$198K | 0.75% | 18 |
|
|
2022
Q4 | $3.36M | Buy |
15,941
+13,174
| +476% | +$2.77M | 0.72% | 17 |
|
|
2022
Q3 | $546K | Sell |
2,767
-5,479
| -66% | -$1.08M | 0.13% | 56 |
|
|
2022
Q2 | $1.71M | Buy |
+8,246
| New | +$1.71M | 0.4% | 23 |
|