Beacon Harbor Wealth 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
Q2 | $274K | Hold |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $210K | Buy |
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