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