Syverson Strege & Co’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 | $1.28M | Buy |
3,764
+6
| +0.2% | +$2.04K | 0.3% | 37 |
|
|
2025
Q1 | $1.15M | Buy |
3,758
+1
| +0% | +$307 | 0.37% | 28 |
|
|
2024
Q4 | $1.21M | Buy |
3,757
+3
| +0.1% | +$967 | 0.4% | 24 |
|
|
2024
Q3 | $1.18M | Buy |
3,754
+3
| +0.1% | +$943 | 0.4% | 27 |
|
|
2024
Q2 | $1.12M | Buy |
3,751
+2
| +0.1% | +$595 | 0.38% | 27 |
|
|
2024
Q1 | $1.08M | Buy |
3,749
+3
| +0.1% | +$864 | 0.39% | 26 |
|
|
2023
Q4 | $982K | Hold |
3,746
| – | – | 0.38% | 25 |
|
|
2023
Q3 | $880K | Sell |
3,746
-662
| -15% | -$156K | 0.39% | 23 |
|
|
2023
Q2 | $1.07M | Buy |
4,408
+3
| +0.1% | +$731 | 0.46% | 19 |
|
|
2023
Q1 | $992K | Buy |
4,405
+3
| +0.1% | +$676 | 0.42% | 19 |
|
|
2022
Q4 | $927K | Buy |
4,402
+4
| +0.1% | +$842 | 0.42% | 22 |
|
|
2022
Q3 | $868K | Buy |
4,398
+4
| +0.1% | +$789 | 0.44% | 21 |
|
|
2022
Q2 | $913K | Buy |
4,394
+3
| +0.1% | +$623 | 0.34% | 28 |
|
|
2022
Q1 | $1.1M | Sell |
4,391
-7
| -0.2% | -$1.75K | 1.19% | 15 |
|
|
2021
Q4 | $1.16M | Buy |
4,398
+2
| +0% | +$529 | 0.86% | 18 |
|
|
2021
Q3 | $1.06M | Buy |
4,396
+4
| +0.1% | +$966 | 0.85% | 19 |
|
|
2021
Q2 | $1.06M | Sell |
4,392
-7
| -0.2% | -$1.69K | 0.95% | 19 |
|
|
2021
Q1 | $985K | Sell |
4,399
-2
| -0% | -$448 | 1.02% | 17 |
|
|
2020
Q4 | $932K | Buy |
+4,401
| New | +$932K | 0.89% | 18 |
|