West Coast Financial’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 | – | Sell |
-9,084
| Closed | -$2.79M | – | 74 |
|
|
2025
Q1 | $2.79M | Hold |
9,084
| – | – | 0.32% | 56 |
|
|
2024
Q4 | $2.93M | Sell |
9,084
-197
| -2% | -$63.5K | 0.32% | 58 |
|
|
2024
Q3 | $2.92M | Sell |
9,281
-480
| -5% | -$151K | 0.32% | 59 |
|
|
2024
Q2 | $2.9M | Hold |
9,761
| – | – | 0.34% | 57 |
|
|
2024
Q1 | $2.81M | Hold |
9,761
| – | – | 0.34% | 52 |
|
|
2023
Q4 | $2.56M | Sell |
9,761
-220
| -2% | -$57.7K | 0.34% | 54 |
|
|
2023
Q3 | $2.34M | Hold |
9,981
| – | – | 0.35% | 66 |
|
|
2023
Q2 | $2.43M | Sell |
9,981
-44
| -0.4% | -$10.7K | 0.34% | 68 |
|
|
2023
Q1 | $2.26M | Sell |
10,025
-40
| -0.4% | -$9.01K | 0.35% | 66 |
|
|
2022
Q4 | $2.12M | Hold |
10,065
| – | – | 0.36% | 63 |
|
|
2022
Q3 | $1.99M | Buy |
10,065
+129
| +1% | +$25.5K | 0.37% | 60 |
|
|
2022
Q2 | $2.06M | Hold |
9,936
| – | – | 0.37% | 57 |
|
|
2022
Q1 | $2.49M | Sell |
9,936
-50
| -0.5% | -$12.5K | 0.38% | 56 |
|
|
2021
Q4 | $2.64M | Sell |
9,986
-50
| -0.5% | -$13.2K | 0.38% | 56 |
|
|
2021
Q3 | $2.43M | Sell |
10,036
-202
| -2% | -$48.8K | 0.39% | 57 |
|
|
2021
Q2 | $2.48M | Hold |
10,238
| – | – | 0.4% | 54 |
|
|
2021
Q1 | $2.29M | Sell |
10,238
-20
| -0.2% | -$4.48K | 0.4% | 54 |
|
|
2020
Q4 | $2.17M | Hold |
10,258
| – | – | 0.42% | 52 |
|
|
2020
Q3 | $1.92M | Hold |
10,258
| – | – | 0.43% | 52 |
|
|
2020
Q2 | $1.76M | Sell |
10,258
-325
| -3% | -$55.8K | 0.43% | 49 |
|
|
2020
Q1 | $1.5M | Sell |
10,583
-40
| -0.4% | -$5.66K | 0.4% | 49 |
|
|
2019
Q4 | $1.9M | Buy |
10,623
+71
| +0.7% | +$12.7K | 0.4% | 44 |
|
|
2019
Q3 | $1.74M | Hold |
10,552
| – | – | 0.39% | 45 |
|
|
2019
Q2 | $1.72M | Hold |
10,552
| – | – | 0.39% | 48 |
|
|
2019
Q1 | $1.66M | Hold |
10,552
| – | – | 0.39% | 51 |
|
|
2018
Q4 | $1.46M | Buy |
10,552
+800
| +8% | +$111K | 0.42% | 51 |
|
|
2018
Q3 | $1.58M | Hold |
9,752
| – | – | 0.36% | 58 |
|
|
2018
Q2 | $1.48M | Hold |
9,752
| – | – | 0.41% | 52 |
|
|
2018
Q1 | $1.43M | Sell |
9,752
-1,796
| -16% | -$264K | 0.41% | 51 |
|
|
2017
Q4 | $1.72M | Hold |
11,548
| – | – | 0.48% | 49 |
|
|
2017
Q3 | $1.62M | Hold |
11,548
| – | – | 0.44% | 53 |
|
|
2017
Q2 | $1.56M | Hold |
11,548
| – | – | 0.5% | 46 |
|
|
2017
Q1 | $1.52M | Hold |
11,548
| – | – | 0.48% | 52 |
|
|
2016
Q4 | $1.44M | Hold |
11,548
| – | – | 0.46% | 56 |
|
|
2016
Q3 | $1.39M | Hold |
11,548
| – | – | 0.45% | 60 |
|
|
2016
Q2 | $1.35M | Hold |
11,548
| – | – | 0.49% | 57 |
|
|
2016
Q1 | $1.32M | Hold |
11,548
| – | – | 0.54% | 50 |
|
|
2015
Q4 | $1.31M | Hold |
11,548
| – | – | 0.55% | 55 |
|
|
2015
Q3 | $1.24M | Hold |
11,548
| – | – | 0.55% | 52 |
|
|
2015
Q2 | $1.34M | Hold |
11,548
| – | – | 0.59% | 52 |
|
|
2015
Q1 | $1.34M | Hold |
11,548
| – | – | 0.62% | 49 |
|
|
2014
Q4 | $1.32M | Hold |
11,548
| – | – | 0.69% | 50 |
|
|
2014
Q3 | $1.27M | Hold |
11,548
| – | – | 0.71% | 52 |
|
|
2014
Q2 | $1.27M | Hold |
11,548
| – | – | 0.67% | 52 |
|
|
2014
Q1 | $1.21M | Hold |
11,548
| – | – | 0.61% | 56 |
|
|
2013
Q4 | $1.19M | Sell |
11,548
-806
| -7% | -$83.1K | 0.61% | 59 |
|
|
2013
Q3 | $1.16M | Hold |
12,354
| – | – | 0.64% | 60 |
|
|
2013
Q2 | $1.11M | Buy |
+12,354
| New | +$1.11M | 0.61% | 63 |
|