Ardent Capital 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 | $2.16M | Sell |
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|
2025
Q2 | $2.01M | Hold |
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|
2025
Q1 | $1.82M | Hold |
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|
2024
Q4 | $1.91M | Hold |
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|
2024
Q3 | $1.86M | Hold |
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|
2024
Q2 | $1.76M | Hold |
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|
2024
Q1 | $1.71M | Hold |
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|
2023
Q4 | $1.55M | Hold |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $335K | Buy |
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