Baker Avenue 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
Q3 | $5.15M | Buy |
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|
2025
Q2 | $4.7M | Sell |
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|
2025
Q1 | $4.26M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $4.48M | Sell |
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|
2024
Q2 | $4.38M | Sell |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.92M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $295K | Buy |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $384K | Hold |
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|
2018
Q2 | $361K | Hold |
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|
2018
Q1 | $349K | Sell |
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|
2017
Q4 | $7.45M | Sell |
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|
2017
Q3 | $12.7M | Buy |
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|
2017
Q2 | $12.1M | Sell |
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|
2017
Q1 | $16.6M | Buy |
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|
2016
Q4 | $15.5M | Buy |
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|
2016
Q3 | $10.2M | Buy |
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|
2016
Q2 | $5.08M | Buy |
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|
2016
Q1 | $1.08M | Buy |
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