Sunbelt Securities’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 | $488K | Sell |
1,515
-25
| -2% | -$8.05K | 0.04% | 357 |
|
|
2025
Q1 | $472K | Buy |
1,540
+25
| +2% | +$7.67K | 0.04% | 339 |
|
|
2024
Q4 | $490K | Hold |
1,515
| – | – | 0.04% | 356 |
|
|
2024
Q3 | $476K | Sell |
1,515
-144
| -9% | -$45.3K | 0.05% | 373 |
|
|
2024
Q2 | $493K | Buy |
1,659
+38
| +2% | +$11.3K | 0.05% | 343 |
|
|
2024
Q1 | $467K | Hold |
1,621
| – | – | 0.05% | 342 |
|
|
2023
Q4 | $425K | Sell |
1,621
-640
| -28% | -$168K | 0.05% | 342 |
|
|
2023
Q3 | $531K | Hold |
2,261
| – | – | 0.07% | 274 |
|
|
2023
Q2 | $551K | Buy |
2,261
+1,600
| +242% | +$390K | 0.08% | 265 |
|
|
2023
Q1 | $147K | Buy |
+661
| New | +$147K | 0.02% | 496 |
|
|
2022
Q2 | – | Sell |
-822
| Closed | -$209K | – | 466 |
|
|
2022
Q1 | $209K | Buy |
+822
| New | +$209K | 0.04% | 431 |
|