World Investment 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 | $480K | Sell |
1,415
-14
| -1% | -$4.75K | 0.01% | 744 |
|
|
2025
Q1 | $438K | Buy |
1,429
+21
| +1% | +$6.44K | 0.01% | 729 |
|
|
2024
Q4 | $454K | Buy |
1,408
+354
| +34% | +$114K | 0.01% | 686 |
|
|
2024
Q3 | $331K | Buy |
1,054
+326
| +45% | +$102K | 0.01% | 706 |
|
|
2024
Q2 | $217K | Buy |
+728
| New | +$217K | 0.01% | 574 |
|
|
2023
Q1 | – | Sell |
-1,888
| Closed | -$397K | – | 249 |
|
|
2022
Q4 | $397K | Sell |
1,888
-1,039
| -35% | -$219K | 0.09% | 150 |
|
|
2022
Q3 | $578K | Buy |
2,927
+40
| +1% | +$7.9K | 0.14% | 118 |
|
|
2022
Q2 | $661K | Buy |
2,887
+542
| +23% | +$124K | 0.14% | 119 |
|
|
2022
Q1 | $586K | Sell |
2,345
-133
| -5% | -$33.2K | 0.12% | 130 |
|
|
2021
Q4 | $618K | Buy |
2,478
+38
| +2% | +$9.48K | 0.13% | 123 |
|
|
2021
Q3 | $590K | Buy |
2,440
+214
| +10% | +$51.7K | 0.13% | 115 |
|
|
2021
Q2 | $539K | Buy |
2,226
+214
| +11% | +$51.8K | 0.12% | 118 |
|
|
2021
Q1 | $464K | Hold |
2,012
| – | – | 0.11% | 122 |
|
|
2020
Q4 | $451K | Buy |
+2,012
| New | +$451K | 0.11% | 137 |
|