Annex Advisory Services’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 | $776K | Buy |
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|
2025
Q2 | $605K | Sell |
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|
2025
Q1 | $1.47M | Hold |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $243K | Sell |
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|
2018
Q1 | $330K | Sell |
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|
2017
Q4 | $359K | Hold |
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|
2017
Q3 | $338K | Buy |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $317K | Sell |
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|
2016
Q4 | $353K | Buy |
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|
2016
Q3 | $278K | Hold |
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|
2016
Q2 | $270K | Sell |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $324K | Sell |
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|
2015
Q3 | $324K | Sell |
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|
2015
Q2 | $372K | Sell |
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|
2015
Q1 | $402K | Sell |
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|
2014
Q4 | $430K | Sell |
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|
2014
Q3 | $437K | Sell |
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|
2014
Q2 | $454K | Sell |
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|
2014
Q1 | $446K | Sell |
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|
2013
Q4 | $494K | Sell |
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|
2013
Q3 | $564K | Sell |
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|
2013
Q2 | $562K | Buy |
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