Allred 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
Q2 | $284K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q3 | $4.1M | Sell |
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|
2021
Q2 | $4.23M | Buy |
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|
2021
Q1 | $2.86M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.96K | Buy |
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