Ascent Group’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 | $3.81M | Sell |
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|
2025
Q2 | $3.72M | Sell |
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|
2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.93M | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.69M | Sell |
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|
2023
Q2 | $2.96M | Sell |
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|
2023
Q1 | $2.91M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.15M | Sell |
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|
2022
Q1 | $3.54M | Sell |
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|
2021
Q4 | $4.12M | Buy |
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