SVB Wealth’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 | $2.87M | Buy |
+8,457
| New | +$2.87M | 0.15% | 127 |
|
|
2025
Q1 | – | Sell |
-17,321
| Closed | -$5.58M | – | 1637 |
|
|
2024
Q4 | $5.58M | Buy |
+17,321
| New | +$5.58M | 0.1% | 130 |
|
|
2024
Q3 | – | Sell |
-17,409
| Closed | -$5.18M | – | 315 |
|
|
2024
Q2 | $5.18M | Sell |
17,409
-7,194
| -29% | -$2.14M | 0.13% | 144 |
|
|
2024
Q1 | $7.09M | Buy |
24,603
+1,097
| +5% | +$316K | 0.16% | 140 |
|
|
2023
Q4 | $6.16M | Buy |
23,506
+5,499
| +31% | +$1.44M | 0.15% | 144 |
|
|
2023
Q3 | $4.23M | Buy |
18,007
+14
| +0.1% | +$3.29K | 0.09% | 159 |
|
|
2023
Q2 | $4.39M | Sell |
17,993
-5,363
| -23% | -$1.31M | 0.08% | 165 |
|
|
2023
Q1 | $5.26M | Sell |
23,356
-1,476
| -6% | -$332K | 0.07% | 171 |
|
|
2022
Q4 | $5.23M | Buy |
24,832
+695
| +3% | +$146K | 0.07% | 171 |
|
|
2022
Q3 | $4.76M | Buy |
24,137
+13,269
| +122% | +$2.62M | 0.07% | 170 |
|
|
2022
Q2 | $2.26M | Sell |
10,868
-23
| -0.2% | -$4.78K | 0.03% | 208 |
|
|
2022
Q1 | $2.72M | Buy |
10,891
+8,415
| +340% | +$2.1M | 0.04% | 192 |
|
|
2021
Q4 | $655K | Sell |
2,476
-8,055
| -76% | -$2.13M | 0.01% | 383 |
|
|
2021
Q3 | $2.55M | Sell |
10,531
-336
| -3% | -$81.2K | 0.03% | 226 |
|
|
2021
Q2 | $2.63M | Sell |
10,867
-436
| -4% | -$106K | 0.03% | 223 |
|
|
2021
Q1 | $2.53M | Buy |
11,303
+507
| +5% | +$113K | 0.04% | 217 |
|
|
2020
Q4 | $2.29M | Buy |
10,796
+251
| +2% | +$53.1K | 0.03% | 217 |
|
|
2020
Q3 | $1.97M | Sell |
10,545
-32
| -0.3% | -$5.99K | 0.03% | 218 |
|
|
2020
Q2 | $1.82M | Buy |
10,577
+10,309
| +3,847% | +$1.77M | 0.03% | 207 |
|
|
2020
Q1 | $37K | Sell |
268
-2,702
| -91% | -$373K | ﹤0.01% | 518 |
|
|
2019
Q4 | $530K | Buy |
2,970
+504
| +20% | +$89.9K | 0.01% | 404 |
|
|
2019
Q3 | $406K | Buy |
+2,466
| New | +$406K | 0.01% | 399 |
|