TFO Wealth Partners’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 | $30.9M | Buy |
91,027
+431
| +0.5% | +$146K | 5.44% | 3 |
|
|
2025
Q1 | $27.8M | Buy |
+90,596
| New | +$27.8M | 5.51% | 3 |
|
|
2024
Q4 | – | Sell |
-90,883
| Closed | -$28.6M | – | 20 |
|
|
2024
Q3 | $28.6M | Sell |
90,883
-45
| -0% | -$14.1K | 5.25% | 3 |
|
|
2024
Q2 | $27.1M | Buy |
90,928
+208
| +0.2% | +$61.9K | 5.29% | 3 |
|
|
2024
Q1 | $26.1M | Buy |
90,720
+252
| +0.3% | +$72.6K | 5.07% | 3 |
|
|
2023
Q4 | $23.7M | Buy |
90,468
+310
| +0.3% | +$81.3K | 4.83% | 3 |
|
|
2023
Q3 | $22M | Hold |
90,158
| – | – | 4.59% | 4 |
|
|
2023
Q2 | $22M | Hold |
90,158
| – | – | 4.63% | 4 |
|
|
2023
Q1 | $20.3M | Buy |
90,158
+69,179
| +330% | +$15.6M | 4.45% | 4 |
|
|
2022
Q4 | $4.49M | Sell |
20,979
-69,569
| -77% | -$14.9M | 1.04% | 9 |
|
|
2022
Q3 | $17.9M | Hold |
90,548
| – | – | 4.46% | 4 |
|
|
2022
Q2 | $18.8M | Hold |
90,548
| – | – | 4.24% | 4 |
|
|
2022
Q1 | $22.6M | Hold |
90,548
| – | – | 4.49% | 3 |
|
|
2021
Q4 | $23.4M | Sell |
90,548
-178
| -0.2% | -$46.1K | 4.5% | 3 |
|
|
2021
Q3 | $21.9M | Sell |
90,726
-16
| -0% | -$3.87K | 4.33% | 3 |
|
|
2021
Q2 | $22M | Sell |
90,742
-137
| -0.2% | -$33.2K | 4.35% | 3 |
|
|
2021
Q1 | $20.3M | Sell |
90,879
-293
| -0.3% | -$65.6K | 6.11% | 2 |
|
|
2020
Q4 | $19.3M | Hold |
91,172
| – | – | 6.14% | 2 |
|
|
2020
Q3 | $17.1M | Sell |
91,172
-11
| -0% | -$2.06K | 6.58% | 2 |
|
|
2020
Q2 | $15.7M | Sell |
91,183
-34
| -0% | -$5.84K | 6.17% | 2 |
|
|
2020
Q1 | $12.9M | Sell |
91,217
-1,358
| -1% | -$192K | 5.55% | 2 |
|
|
2019
Q4 | $16.5M | Buy |
+92,575
| New | +$16.5M | 15.2% | 2 |
|