United Capital 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 | $3.93M | Buy |
11,585
+571
| +5% | +$194K | 0.03% | 312 |
|
|
2025
Q1 | $3.38M | Sell |
11,014
-168
| -2% | -$51.5K | 0.03% | 332 |
|
|
2024
Q4 | $3.6M | Sell |
11,182
-77
| -0.7% | -$24.8K | 0.03% | 310 |
|
|
2024
Q3 | $3.54M | Sell |
11,259
-3,991
| -26% | -$1.25M | 0.03% | 320 |
|
|
2024
Q2 | $4.54M | Buy |
15,250
+1,043
| +7% | +$310K | 0.04% | 274 |
|
|
2024
Q1 | $4.09M | Sell |
14,207
-5,476
| -28% | -$1.58M | 0.03% | 307 |
|
|
2023
Q4 | $5.16M | Sell |
19,683
-20,774
| -51% | -$5.45M | 0.04% | 282 |
|
|
2023
Q3 | $9.5M | Sell |
40,457
-3,424
| -8% | -$804K | 0.06% | 229 |
|
|
2023
Q2 | $10.7M | Sell |
43,881
-199
| -0.5% | -$48.5K | 0.06% | 229 |
|
|
2023
Q1 | $9.93M | Sell |
44,080
-2,966
| -6% | -$668K | 0.06% | 239 |
|
|
2022
Q4 | $9.9M | Sell |
47,046
-2,160
| -4% | -$455K | 0.06% | 250 |
|
|
2022
Q3 | $9.71M | Sell |
49,206
-4,495
| -8% | -$887K | 0.06% | 244 |
|
|
2022
Q2 | $11.2M | Sell |
53,701
-1,567
| -3% | -$326K | 0.06% | 246 |
|
|
2022
Q1 | $13.8M | Sell |
55,268
-8,642
| -14% | -$2.16M | 0.07% | 236 |
|
|
2021
Q4 | $16.9M | Buy |
63,910
+6,988
| +12% | +$1.85M | 0.08% | 224 |
|
|
2021
Q3 | $13.8M | Sell |
56,922
-831
| -1% | -$201K | 0.07% | 238 |
|
|
2021
Q2 | $14M | Buy |
57,753
+1,006
| +2% | +$244K | 0.07% | 239 |
|
|
2021
Q1 | $12.7M | Sell |
56,747
-9,282
| -14% | -$2.08M | 0.07% | 241 |
|
|
2020
Q4 | $14M | Buy |
66,029
+12,986
| +24% | +$2.75M | 0.08% | 219 |
|
|
2020
Q3 | $9.93M | Sell |
53,043
-258
| -0.5% | -$48.3K | 0.06% | 255 |
|
|
2020
Q2 | $9.15M | Sell |
53,301
-13,940
| -21% | -$2.39M | 0.07% | 264 |
|
|
2020
Q1 | $9.52M | Buy |
67,241
+3,545
| +6% | +$502K | 0.08% | 244 |
|
|
2019
Q4 | $11.4M | Buy |
63,696
+14,173
| +29% | +$2.53M | 0.07% | 291 |
|
|
2019
Q3 | $8.15M | Buy |
49,523
+10,961
| +28% | +$1.8M | 0.06% | 316 |
|
|
2019
Q2 | $6.28M | Sell |
38,562
-112
| -0.3% | -$18.2K | 0.04% | 376 |
|
|
2019
Q1 | $6.08M | Sell |
38,674
-24,215
| -39% | -$3.81M | 0.04% | 375 |
|
|
2018
Q4 | $8.64M | Buy |
62,889
+21,004
| +50% | +$2.88M | 0.07% | 274 |
|
|
2018
Q3 | $6.77M | Buy |
41,885
+1,371
| +3% | +$222K | 0.05% | 376 |
|
|
2018
Q2 | $6.16M | Sell |
40,514
-1,509
| -4% | -$229K | 0.05% | 374 |
|
|
2018
Q1 | $6.17M | Sell |
42,023
-688
| -2% | -$101K | 0.05% | 374 |
|
|
2017
Q4 | $6.37M | Buy |
42,711
+2,126
| +5% | +$317K | 0.05% | 371 |
|
|
2017
Q3 | $5.68M | Buy |
40,585
+16,288
| +67% | +$2.28M | 0.05% | 370 |
|
|
2017
Q2 | $3.29M | Sell |
24,297
-157
| -0.6% | -$21.2K | 0.03% | 457 |
|
|
2017
Q1 | $3.21M | Sell |
24,454
-3,000
| -11% | -$394K | 0.03% | 455 |
|
|
2016
Q4 | $3.42M | Buy |
27,454
+5,330
| +24% | +$663K | 0.03% | 450 |
|
|
2016
Q3 | $2.67M | Sell |
22,124
-841
| -4% | -$101K | 0.03% | 513 |
|
|
2016
Q2 | $2.69M | Sell |
22,965
-9,044
| -28% | -$1.06M | 0.03% | 493 |
|
|
2016
Q1 | $3.67M | Sell |
32,009
-27,256
| -46% | -$3.12M | 0.04% | 405 |
|
|
2015
Q4 | $6.72M | Buy |
59,265
+26,084
| +79% | +$2.96M | 0.08% | 277 |
|
|
2015
Q3 | $3.55M | Buy |
33,181
+4,929
| +17% | +$528K | 0.04% | 390 |
|
|
2015
Q2 | $3.28M | Buy |
28,252
+4,136
| +17% | +$480K | 0.04% | 460 |
|
|
2015
Q1 | $2.82M | Buy |
24,116
+9,080
| +60% | +$1.06M | 0.03% | 478 |
|
|
2014
Q4 | $1.72M | Buy |
15,036
+3,083
| +26% | +$353K | 0.03% | 512 |
|
|
2014
Q3 | $1.31M | Sell |
11,953
-331
| -3% | -$36.4K | 0.02% | 543 |
|
|
2014
Q2 | $1.35M | Buy |
12,284
+725
| +6% | +$79.9K | 0.03% | 493 |
|
|
2014
Q1 | $1.21M | Sell |
11,559
-560
| -5% | -$58.7K | 0.03% | 440 |
|
|
2013
Q4 | $1.25M | Buy |
12,119
+6,193
| +105% | +$639K | 0.04% | 307 |
|
|
2013
Q3 | $558K | Sell |
5,926
-7,219
| -55% | -$680K | 0.02% | 421 |
|
|
2013
Q2 | $1.18M | Buy |
+13,145
| New | +$1.18M | 0.03% | 380 |
|