Bay Colony Advisors’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 | $348K | Sell |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $163K | Buy |
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