Willis Johnson & Associates’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 | $769K | Buy |
2,265
+14
| +0.6% | +$4.75K | 0.05% | 78 |
|
|
2025
Q1 | $690K | Buy |
2,251
+215
| +11% | +$65.9K | 0.05% | 75 |
|
|
2024
Q4 | $656K | Buy |
2,036
+38
| +2% | +$12.2K | 0.05% | 80 |
|
|
2024
Q3 | $628K | Buy |
1,998
+102
| +5% | +$32.1K | 0.05% | 84 |
|
|
2024
Q2 | $564K | Sell |
1,896
-35
| -2% | -$10.4K | 0.05% | 85 |
|
|
2024
Q1 | $556K | Sell |
1,931
-129
| -6% | -$37.2K | 0.05% | 82 |
|
|
2023
Q4 | $540K | Sell |
2,060
-756
| -27% | -$198K | 0.05% | 70 |
|
|
2023
Q3 | $662K | Sell |
2,816
-845
| -23% | -$199K | 0.07% | 68 |
|
|
2023
Q2 | $892K | Buy |
3,661
+393
| +12% | +$95.8K | 0.1% | 64 |
|
|
2023
Q1 | $736K | Sell |
3,268
-855
| -21% | -$193K | 0.09% | 66 |
|
|
2022
Q4 | $868K | Sell |
4,123
-1,474
| -26% | -$310K | 0.11% | 60 |
|
|
2022
Q3 | $1.1M | Buy |
5,597
+80
| +1% | +$15.8K | 0.16% | 55 |
|
|
2022
Q2 | $1.15M | Sell |
5,517
-525
| -9% | -$109K | 0.16% | 49 |
|
|
2022
Q1 | $1.51M | Sell |
6,042
-522
| -8% | -$131K | 0.2% | 47 |
|
|
2021
Q4 | $1.74M | Sell |
6,564
-1,194
| -15% | -$316K | 0.22% | 40 |
|
|
2021
Q3 | $1.88M | Sell |
7,758
-253
| -3% | -$61.1K | 0.26% | 40 |
|
|
2021
Q2 | $1.94M | Sell |
8,011
-242
| -3% | -$58.6K | 0.27% | 35 |
|
|
2021
Q1 | $1.85M | Sell |
8,253
-1,241
| -13% | -$278K | 0.28% | 35 |
|
|
2020
Q4 | $2.01M | Buy |
+9,494
| New | +$2.01M | 0.34% | 34 |
|