AE Wealth 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 | $2.04M | Buy |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $847K | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $840K | Sell |
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|
2020
Q4 | $930K | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $4.08M | Buy |
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|
2019
Q3 | $832K | Sell |
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|
2019
Q2 | $1.78M | Buy |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $2.43M | Buy |
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|
2018
Q2 | $784K | Buy |
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|
2018
Q1 | $226K | Sell |
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|
2017
Q4 | $268K | Buy |
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