Andrews Lucia Wealth 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
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.84M | Hold |
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|
2024
Q4 | $1.79M | Hold |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.69M | Hold |
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|
2023
Q3 | $1.52M | Hold |
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|
2023
Q2 | $1.57M | Hold |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.77M | Hold |
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|
2022
Q1 | $1.87M | Hold |
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|
2021
Q4 | $1.87M | Buy |
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