Arkadios 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
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $206K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $50K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Buy |
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