Allen Mooney & Barnes Investment 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 | $598K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $499K | Buy |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $722K | Sell |
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|
2023
Q3 | $679K | Hold |
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|
2023
Q2 | $705K | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $325K | Buy |
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