US 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
Q1 | $42.5M | Sell |
138,602
-929
| -0.7% | -$285K | 12.57% | 1 |
|
|
2024
Q4 | $45M | Buy |
139,531
+2,601
| +2% | +$838K | 13.82% | 1 |
|
|
2024
Q3 | $43M | Buy |
136,930
+2,633
| +2% | +$828K | 13.41% | 1 |
|
|
2024
Q2 | $40M | Buy |
134,297
+3,403
| +3% | +$1.01M | 13.4% | 1 |
|
|
2024
Q1 | $37.7M | Buy |
130,894
+1,235
| +1% | +$356K | 13.06% | 1 |
|
|
2023
Q4 | $34M | Buy |
129,659
+3,826
| +3% | +$1M | 12.67% | 1 |
|
|
2023
Q3 | $29.6M | Buy |
125,833
+6,706
| +6% | +$1.58M | 12.28% | 1 |
|
|
2023
Q2 | $29M | Buy |
119,127
+25,956
| +28% | +$6.33M | 12.34% | 1 |
|
|
2023
Q1 | $21M | Sell |
93,171
-24,530
| -21% | -$5.52M | 9.36% | 2 |
|
|
2022
Q4 | $24.8M | Sell |
117,701
-2,132
| -2% | -$449K | 12.44% | 1 |
|
|
2022
Q3 | $23.6M | Sell |
119,833
-1,441
| -1% | -$284K | 13.25% | 1 |
|
|
2022
Q2 | $25.2M | Buy |
121,274
+2,471
| +2% | +$513K | 14.15% | 1 |
|
|
2022
Q1 | $29.7M | Sell |
118,803
-896
| -0.7% | -$224K | 14.29% | 1 |
|
|
2021
Q4 | $31.7M | Buy |
119,699
+3,824
| +3% | +$1.01M | 14.42% | 1 |
|
|
2021
Q3 | $28M | Buy |
115,875
+969
| +0.8% | +$234K | 13.87% | 1 |
|
|
2021
Q2 | $27.8M | Sell |
114,906
-23,301
| -17% | -$5.64M | 13.57% | 1 |
|
|
2021
Q1 | $30.9M | Sell |
138,207
-11,741
| -8% | -$2.63M | 8.59% | 1 |
|
|
2020
Q4 | $31.8M | Buy |
+149,948
| New | +$31.8M | 9.58% | 1 |
|
|
2015
Q1 | – | Sell |
-294
| Closed | -$34K | – | 382 |
|
|
2014
Q4 | $34K | Buy |
+294
| New | +$34K | 0.03% | 138 |
|