Arete Wealth Advisors’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 | $281K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $286M | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $395K | Buy |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $418K | Buy |
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|
2018
Q2 | $391K | Sell |
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|
2018
Q1 | $475K | Sell |
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|
2017
Q4 | $554K | Buy |
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|
2017
Q3 | $463K | Buy |
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|
2017
Q2 | $295K | Buy |
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