Asset Management 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 | $468K | Buy |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $201K | Buy |
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|
2017
Q4 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $202K | Buy |
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