Wealth Enhancement Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187M | Buy |
542,758
+205,101
| +61% | +$70.5M | 0.31% | 60 |
|
|
2025
Q1 | $104M | Sell |
337,657
-1,570
| -0.5% | -$482K | 0.2% | 96 |
|
|
2024
Q4 | $109M | Buy |
339,227
+31,790
| +10% | +$10.2M | 0.21% | 95 |
|
|
2024
Q3 | $96.7M | Buy |
307,437
+6,505
| +2% | +$2.05M | 0.21% | 101 |
|
|
2024
Q2 | $89.5M | Sell |
300,932
-1,134
| -0.4% | -$337K | 0.21% | 98 |
|
|
2024
Q1 | $87M | Sell |
302,066
-6,882
| -2% | -$1.98M | 0.23% | 97 |
|
|
2023
Q4 | $81M | Buy |
308,948
+4,219
| +1% | +$1.11M | 0.24% | 93 |
|
|
2023
Q3 | $71.6M | Buy |
304,729
+88,373
| +41% | +$20.8M | 0.24% | 91 |
|
|
2023
Q2 | $52.7M | Sell |
216,356
-39,536
| -15% | -$9.64M | 0.57% | 30 |
|
|
2023
Q1 | $57.6M | Buy |
255,892
+23,089
| +10% | +$5.2M | 0.67% | 30 |
|
|
2022
Q4 | $51.5M | Sell |
232,803
-4,419
| -2% | -$977K | 0.66% | 30 |
|
|
2022
Q3 | $47.6M | Buy |
237,222
+122,915
| +108% | +$24.6M | 0.68% | 32 |
|
|
2022
Q2 | $24.5M | Buy |
114,307
+50,523
| +79% | +$10.8M | 0.34% | 52 |
|
|
2022
Q1 | $16.1M | Buy |
63,784
+57,052
| +847% | +$14.4M | 0.22% | 59 |
|
|
2021
Q4 | $1.67M | Buy |
6,732
+4,339
| +181% | +$1.08M | 0.02% | 182 |
|
|
2021
Q3 | $615K | Sell |
2,393
-23
| -1% | -$5.91K | 0.01% | 237 |
|
|
2021
Q2 | $591K | Sell |
2,416
-73
| -3% | -$17.9K | 0.01% | 227 |
|
|
2021
Q1 | $571K | Sell |
2,489
-21
| -0.8% | -$4.82K | 0.01% | 224 |
|
|
2020
Q4 | $536K | Buy |
2,510
+617
| +33% | +$132K | 0.01% | 191 |
|
|
2020
Q3 | $374K | Sell |
1,893
-13
| -0.7% | -$2.57K | 0.01% | 193 |
|
|
2020
Q2 | $347K | Hold |
1,906
| – | – | 0.01% | 192 |
|
|
2020
Q1 | $300K | Buy |
1,906
+61
| +3% | +$9.6K | 0.01% | 195 |
|
|
2019
Q4 | $329K | Hold |
1,845
| – | – | 0.01% | 195 |
|
|
2019
Q3 | $303K | Hold |
1,845
| – | – | 0.01% | 190 |
|
|
2019
Q2 | $309K | Hold |
1,845
| – | – | 0.01% | 189 |
|
|
2019
Q1 | $301K | Buy |
+1,845
| New | +$301K | 0.02% | 171 |
|