Allworth Financial’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 | $5.06M | Buy |
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|
2025
Q1 | $3.97M | Sell |
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|
2024
Q4 | $4.7M | Buy |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $2.6M | Buy |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $902K | Sell |
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|
2020
Q2 | $959K | Buy |
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|
2020
Q1 | $36K | Buy |
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|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $42K | Sell |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $30K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $29K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $418K | Buy |
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