Acorn Wealth Advisors’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
Q3 | $745K | Hold |
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|
2025
Q2 | $692K | Hold |
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|
2025
Q1 | $625K | Hold |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $641K | Hold |
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|
2024
Q2 | $606K | Hold |
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|
2024
Q1 | $587K | Hold |
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|
2023
Q4 | $534K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $497K | Hold |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $539K | Hold |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $493K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $365K | Hold |
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|
2019
Q3 | $349K | Hold |
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|
2019
Q2 | $332K | Hold |
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|
2019
Q1 | $329K | Hold |
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|
2018
Q4 | $291K | Hold |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $310K | Buy |
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