XF
XML Financial’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Sell |
85,227
-676
| -0.8% | -$230K | 2.5% | 6 |
|
|
2025
Q1 | $26.3M | Sell |
85,903
-3,474
| -4% | -$1.07M | 2.46% | 6 |
|
|
2024
Q4 | $28.8M | Buy |
89,377
+6,281
| +8% | +$2.02M | 2.64% | 6 |
|
|
2024
Q3 | $26.1M | Buy |
83,096
+540
| +0.7% | +$170K | 2.42% | 6 |
|
|
2024
Q2 | $24.6M | Buy |
82,556
+770
| +0.9% | +$229K | 2.47% | 7 |
|
|
2024
Q1 | $23.6M | Buy |
81,786
+763
| +0.9% | +$220K | 2.41% | 6 |
|
|
2023
Q4 | $21.2M | Buy |
81,023
+1,912
| +2% | +$501K | 2.24% | 8 |
|
|
2023
Q3 | $18.6M | Sell |
79,111
-639
| -0.8% | -$150K | 2.23% | 7 |
|
|
2023
Q2 | $19.4M | Sell |
79,750
-321
| -0.4% | -$78.2K | 2.25% | 7 |
|
|
2023
Q1 | $18M | Buy |
80,071
+946
| +1% | +$213K | 2.2% | 5 |
|
|
2022
Q4 | $16.7M | Buy |
79,125
+3,515
| +5% | +$740K | 2.09% | 6 |
|
|
2022
Q3 | $14.9M | Sell |
75,610
-117
| -0.2% | -$23.1K | 2.07% | 7 |
|
|
2022
Q2 | $15.7M | Sell |
75,727
-1,557
| -2% | -$323K | 3.56% | 4 |
|
|
2022
Q1 | $19.3M | Buy |
77,284
+21
| +0% | +$5.25K | 2.3% | 6 |
|
|
2021
Q4 | $20.4M | Sell |
77,263
-1,558
| -2% | -$412K | 2.46% | 5 |
|
|
2021
Q3 | $19M | Buy |
78,821
+324
| +0.4% | +$78.3K | 2.54% | 4 |
|
|
2021
Q2 | $19M | Buy |
78,497
+820
| +1% | +$199K | 4.18% | 3 |
|
|
2021
Q1 | $17.4M | Sell |
77,677
-34
| -0% | -$7.61K | 4.24% | 2 |
|
|
2020
Q4 | $16.5M | Sell |
77,711
-2,682
| -3% | -$568K | 4.27% | 3 |
|
|
2020
Q3 | $15M | Sell |
80,393
-3,362
| -4% | -$629K | 4.7% | 3 |
|
|
2020
Q2 | $14.4M | Sell |
83,755
-3,500
| -4% | -$601K | 4.99% | 2 |
|
|
2020
Q1 | $12.3M | Sell |
87,255
-3,260
| -4% | -$461K | 5.33% | 2 |
|
|
2019
Q4 | $16.1M | Buy |
+90,515
| New | +$16.1M | 5.86% | 2 |
|