Avity Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Avity Investment Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$939K	Sell
2025 Q1	$1.04M	Buy
2024 Q4	$1.07M	Sell
2024 Q3	$1.38M	Hold
2024 Q2	$1.31M	Buy
2024 Q1	$1.26M	Hold
2023 Q4	$1.15M	Hold
2023 Q3	$1.03M	Hold
2023 Q2	$1.07M	Hold
2023 Q1	$987K	Sell
2022 Q4	$977K	Hold
2022 Q3	$916K	Hold
2022 Q2	$964K	Hold
2022 Q1	$1.16M	Sell
2021 Q4	$1.37M	Sell
2021 Q3	$1.33M	Hold
2021 Q2	$1.33M	Hold
2021 Q1	$1.23M	Hold
2020 Q4	$1.17M	Sell
2020 Q3	$1.05M	Sell
2020 Q2	$985K	Sell
2020 Q1	$834K	Sell
2019 Q4	$1.07M	Sell
2019 Q3	$1.03M	Hold
2019 Q2	$1.02M	Hold
2019 Q1	$988K	Hold
2018 Q4	$871K	Hold
2018 Q3	$1.01M	Hold
2018 Q2	$954K	Sell
2018 Q1	$924K	Sell
2017 Q4	$982K	Hold
2017 Q3	$924K	Sell
2017 Q2	$990K	Hold
2017 Q1	$960K	Hold
2016 Q4	$911K	Sell
2016 Q3	$886K	Hold
2016 Q2	$861K	Hold
2016 Q1	$850K	Hold
2015 Q4	$835K	Hold
2015 Q3	$829K	Sell
2015 Q2	$887K	Hold
2015 Q1	$899K	Hold
2014 Q4	$876K	Sell
2014 Q3	$899K	Sell
2014 Q2	$934K	Buy