Bartlett & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Bartlett & Co’s Portfolio IWB Stock Details IWB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$9.93M	Buy
2023 Q3	$8.77M	Buy
2023 Q2	$1.52M	Buy
2023 Q1	$1.28M	Sell
2022 Q4	$1.29M	Sell
2022 Q3	$1.68M	Buy
2022 Q2	$1.22M	Hold
2022 Q1	$1.47M	Buy
2021 Q4	$1.51M	Sell
2021 Q3	$1.47M	Sell
2021 Q2	$1.59M	Sell
2021 Q1	$1.61M	Hold
2020 Q4	$1.52M	Buy
2020 Q3	$1.32M	Sell
2020 Q2	$1.26M	Buy
2020 Q1	$963K	Buy
2019 Q3	$1.09M	Buy
2019 Q2	$381K	Sell
2019 Q1	$372K	Sell
2018 Q4	$331K	Sell
2018 Q3	$389K	Sell
2018 Q2	$385K	Hold
2018 Q1	$372K	Buy
2017 Q4	$74K	Sell
2017 Q3	$163K	Sell
2017 Q2	$162K	Sell
2017 Q1	$162K	Hold
2016 Q4	$154K	Hold
2016 Q3	$149K	Hold
2016 Q2	$144K	Sell
2016 Q1	$432K	Hold
2015 Q4	$429K	Hold
2015 Q3	$406K	Sell
2015 Q2	$443K	Hold
2015 Q1	$443K	Hold
2014 Q4	$438K	Sell
2014 Q3	$430K	Buy
2014 Q2	$364K	Hold
2014 Q1	$347K	Hold
2013 Q4	$341K	Hold
2013 Q3	$312K	Hold
2013 Q2	$298K	Buy