Aureus Asset Management’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 | $366K | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $508K | Hold |
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $258K | Hold |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $274K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $241K | Sell |
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|
2016
Q2 | $235K | Sell |
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|
2016
Q1 | $252K | Buy |
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|
2015
Q4 | $206K | Sell |
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|
2015
Q3 | $329K | Sell |
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|
2015
Q2 | $362K | Hold |
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|
2015
Q1 | $361K | Sell |
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|
2014
Q4 | $620K | Sell |
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|
2014
Q3 | $641K | Sell |
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|
2014
Q2 | $728K | Sell |
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|
2014
Q1 | $806K | Sell |
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|
2013
Q4 | $851K | Sell |
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|
2013
Q3 | $788K | Hold |
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|
2013
Q2 | $752K | Buy |
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