Advance Capital Management’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 | $12.8M | Sell |
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|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $11.2M | Sell |
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|
2024
Q2 | $10.8M | Sell |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $9.32M | Buy |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $8.48M | Sell |
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|
2023
Q1 | $7.86M | Buy |
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|
2022
Q4 | $6.2M | Sell |
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|
2022
Q3 | $6.16M | Sell |
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|
2022
Q2 | $6.53M | Sell |
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|
2022
Q1 | $7.95M | Sell |
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|
2021
Q4 | $8.52M | Buy |
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