YHB 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 | $14.6M | Buy |
43,104
+2,234
| +5% | +$759K | 1.13% | 20 |
|
|
2025
Q1 | $12.5M | Buy |
40,870
+832
| +2% | +$255K | 1.05% | 21 |
|
|
2024
Q4 | $12.9M | Sell |
40,038
-980
| -2% | -$316K | 1.06% | 21 |
|
|
2024
Q3 | $12.9M | Buy |
41,018
+4,361
| +12% | +$1.37M | 1.07% | 23 |
|
|
2024
Q2 | $10.9M | Buy |
36,657
+3,019
| +9% | +$898K | 0.94% | 25 |
|
|
2024
Q1 | $9.69M | Buy |
33,638
+1,156
| +4% | +$333K | 0.86% | 27 |
|
|
2023
Q4 | $8.52M | Buy |
32,482
+1,795
| +6% | +$471K | 0.82% | 31 |
|
|
2023
Q3 | $7.21M | Buy |
30,687
+3,936
| +15% | +$925K | 0.67% | 41 |
|
|
2023
Q2 | $6.52M | Buy |
26,751
+8,089
| +43% | +$1.97M | 0.61% | 44 |
|
|
2023
Q1 | $4.2M | Buy |
18,662
+8,135
| +77% | +$1.83M | 0.42% | 68 |
|
|
2022
Q4 | $2.22M | Buy |
10,527
+8,052
| +325% | +$1.7M | 0.24% | 95 |
|
|
2022
Q3 | $488K | Buy |
+2,475
| New | +$488K | 0.05% | 190 |
|