AMI Asset 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
Q4
$657K Buy
2025
Q2
Sell
2025
Q1
$339K Sell
2024
Q4
$973K Buy
2024
Q3
$455K Buy
2023
Q1
Sell
2022
Q4
$370K Buy
2022
Q3
Sell
2022
Q2
$337K Buy
2022
Q1
Sell
2021
Q4
$494K Buy
2020
Q2
Sell
2020
Q1
$1.02M Buy
2019
Q1
Sell
2018
Q4
$8.79M Buy