Beacon Financial Group’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 | $3M | Sell |
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|
2025
Q2 | $3M | Sell |
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $4.25M | Sell |
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|
2021
Q4 | $4.49M | Sell |
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|
2021
Q3 | $5.76M | Sell |
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|
2021
Q2 | $5.79M | Buy |
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