Abacus Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $379K | Buy |
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