Apexium 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 | $3.46M | Hold |
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|
2025
Q1 | $3.13M | Hold |
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|
2024
Q4 | $3.29M | Hold |
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|
2024
Q3 | $3.21M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $2.62M | Hold |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.71M | Hold |
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|
2022
Q4 | $2.53M | Hold |
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|
2022
Q3 | $2.37M | Buy |
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|
2022
Q2 | $1.35M | Hold |
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|
2022
Q1 | $1.71M | Hold |
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|
2021
Q4 | $1.72M | Hold |
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|
2021
Q3 | $1.57M | Hold |
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|
2021
Q2 | $1.58M | Hold |
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|
2021
Q1 | $1.46M | Hold |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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