Alesco 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 | $293K | Sell |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $563K | Hold |
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|
2021
Q1 | $520K | Hold |
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|
2020
Q4 | $492K | Hold |
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|
2020
Q3 | $435K | Hold |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | $1.26M | Buy |
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