Arthur M. Cohen & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $208K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $180K | Buy |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $225 | Sell |
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|
2019
Q2 | $399K | Buy |
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