UMB Bank’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 | $17.4M | Buy |
51,261
+337
| +0.7% | +$114K | 0.27% | 73 |
|
|
2025
Q1 | $15.6M | Sell |
50,924
-467
| -0.9% | -$143K | 0.26% | 79 |
|
|
2024
Q4 | $16.6M | Sell |
51,391
-225
| -0.4% | -$72.5K | 0.26% | 74 |
|
|
2024
Q3 | $16.2M | Sell |
51,616
-61
| -0.1% | -$19.2K | 0.25% | 74 |
|
|
2024
Q2 | $15.4M | Sell |
51,677
-3,585
| -6% | -$1.07M | 0.25% | 75 |
|
|
2024
Q1 | $15.9M | Sell |
55,262
-239
| -0.4% | -$68.8K | 0.25% | 77 |
|
|
2023
Q4 | $14.6M | Sell |
55,501
-7,321
| -12% | -$1.92M | 0.21% | 96 |
|
|
2023
Q3 | $14.8M | Sell |
62,822
-3,575
| -5% | -$840K | 0.24% | 91 |
|
|
2023
Q2 | $16.2M | Sell |
66,397
-40
| -0.1% | -$9.75K | 0.25% | 85 |
|
|
2023
Q1 | $15M | Sell |
66,437
-17,562
| -21% | -$3.96M | 0.24% | 93 |
|
|
2022
Q4 | $17.7M | Buy |
83,999
+48,258
| +135% | +$10.2M | 0.28% | 84 |
|
|
2022
Q3 | $7.05M | Buy |
35,741
+5,335
| +18% | +$1.05M | 0.12% | 145 |
|
|
2022
Q2 | $6.32M | Sell |
30,406
-11,395
| -27% | -$2.37M | 0.1% | 170 |
|
|
2022
Q1 | $10.5M | Sell |
41,801
-2,651
| -6% | -$663K | 0.14% | 144 |
|
|
2021
Q4 | $11.8M | Buy |
44,452
+923
| +2% | +$244K | 0.15% | 143 |
|
|
2021
Q3 | $10.5M | Buy |
43,529
+248
| +0.6% | +$59.9K | 0.24% | 102 |
|
|
2021
Q2 | $10.5M | Buy |
43,281
+9,751
| +29% | +$2.36M | 0.24% | 98 |
|
|
2021
Q1 | $7.51M | Sell |
33,530
-1,348
| -4% | -$302K | 0.18% | 111 |
|
|
2020
Q4 | $7.39M | Buy |
34,878
+2,242
| +7% | +$475K | 0.2% | 107 |
|
|
2020
Q3 | $5.6M | Hold |
32,636
| – | – | 0.17% | 118 |
|
|
2020
Q2 | $5.6M | Sell |
32,636
-69
| -0.2% | -$11.8K | 0.17% | 118 |
|
|
2020
Q1 | $4.63M | Sell |
32,705
-3,127
| -9% | -$443K | 0.17% | 118 |
|
|
2019
Q4 | $6.39M | Buy |
35,832
+3,756
| +12% | +$670K | 0.18% | 111 |
|
|
2019
Q3 | $5.28K | Sell |
32,076
-1,398
| -4% | -$230 | 0.13% | 123 |
|
|
2019
Q2 | $5.45K | Sell |
33,474
-1,687
| -5% | -$275 | 0.13% | 110 |
|
|
2019
Q1 | $5.53M | Buy |
35,161
+2,739
| +8% | +$431K | 0.17% | 109 |
|
|
2018
Q4 | $4.5K | Hold |
32,422
| – | – | 0.14% | 109 |
|
|
2018
Q3 | $5.24M | Sell |
32,422
-4,469
| -12% | -$723K | 0.16% | 118 |
|
|
2018
Q2 | $5.61M | Sell |
36,891
-573
| -2% | -$87.1K | 0.18% | 110 |
|
|
2018
Q1 | $5.5M | Buy |
37,464
+5,310
| +17% | +$780K | 0.18% | 115 |
|
|
2017
Q4 | $4.78M | Buy |
32,154
+961
| +3% | +$143K | 0.16% | 121 |
|
|
2017
Q3 | $4.36M | Sell |
31,193
-45
| -0.1% | -$6.29K | 0.15% | 119 |
|
|
2017
Q2 | $4.23M | Sell |
31,238
-337
| -1% | -$45.6K | 0.15% | 116 |
|
|
2017
Q1 | $4.14M | Sell |
31,575
-259
| -0.8% | -$34K | 0.15% | 114 |
|
|
2016
Q4 | $3.96M | Buy |
31,834
+592
| +2% | +$73.7K | 0.15% | 117 |
|
|
2016
Q3 | $3.76M | Sell |
31,242
-1,278
| -4% | -$154K | 0.15% | 120 |
|
|
2016
Q2 | $3.8M | Sell |
32,520
-250
| -0.8% | -$29.2K | 0.16% | 111 |
|
|
2016
Q1 | $3.74M | Buy |
32,770
+1,529
| +5% | +$174K | 0.16% | 110 |
|
|
2015
Q4 | $3.54M | Buy |
+31,241
| New | +$3.54M | 0.15% | 125 |
|