Avidian Wealth Enterprises’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 | $4.74M | Sell |
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|
2025
Q2 | $7.96M | Sell |
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|
2025
Q1 | $8.02M | Buy |
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|
2024
Q4 | $8.36M | Buy |
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|
2024
Q3 | $8.1M | Buy |
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|
2024
Q2 | $7.62M | Buy |
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|
2024
Q1 | $7.16M | Buy |
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|
2023
Q4 | $6.41M | Buy |
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|
2023
Q3 | $5.46M | Buy |
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|
2023
Q2 | $5.22M | Buy |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $3.69M | Buy |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.63M | Sell |
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|
2021
Q4 | $4.9M | Buy |
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