True Link Financial Advisors’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 | $236K | Sell |
694
-600
| -46% | -$204K | 0.02% | 82 |
|
|
2025
Q1 | $397K | Sell |
1,294
-10
| -0.8% | -$3.07K | 0.03% | 63 |
|
|
2024
Q4 | $420K | Sell |
1,304
-68
| -5% | -$21.9K | 0.04% | 44 |
|
|
2024
Q3 | $431K | Sell |
1,372
-1,002
| -42% | -$315K | 0.04% | 42 |
|
|
2024
Q2 | $706K | Sell |
2,374
-242
| -9% | -$72K | 0.07% | 32 |
|
|
2024
Q1 | $753K | Hold |
2,616
| – | – | 0.07% | 32 |
|
|
2023
Q4 | $686K | Sell |
2,616
-830
| -24% | -$218K | 0.07% | 35 |
|
|
2023
Q3 | $810K | Hold |
3,446
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $840K | Hold |
3,446
| – | – | 0.1% | 60 |
|
|
2023
Q1 | $776K | Hold |
3,446
| – | – | 0.1% | 66 |
|
|
2022
Q4 | $725K | Sell |
3,446
-250
| -7% | -$52.6K | 0.1% | 63 |
|
|
2022
Q3 | $729K | Sell |
3,696
-720
| -16% | -$142K | 0.11% | 69 |
|
|
2022
Q2 | $917K | Buy |
4,416
+520
| +13% | +$108K | 0.14% | 61 |
|
|
2022
Q1 | $974K | Sell |
3,896
-2,164
| -36% | -$541K | 0.14% | 61 |
|
|
2021
Q4 | $1.6M | Sell |
6,060
-1,142
| -16% | -$302K | 0.21% | 51 |
|
|
2021
Q3 | $1.74M | Sell |
7,202
-793
| -10% | -$192K | 0.24% | 48 |
|
|
2021
Q2 | $1.94M | Sell |
7,995
-2,698
| -25% | -$653K | 0.28% | 41 |
|
|
2021
Q1 | $2.39M | Hold |
10,693
| – | – | 0.35% | 35 |
|
|
2020
Q4 | $2.27M | Buy |
+10,693
| New | +$2.27M | 0.35% | 34 |
|